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JBR Co Financial Management’s AGNC Investment AGNC Stock Holding History

JBR Co Financial Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156K Sell
14,295
-6,207
-30% -$65.4K 0.06% 133
2026
Q1 		$220K Hold
20,502
– – 0.09% 114
2025
Q4 		$220K Buy
20,502
+5,250
+34% +$54K 0.09% 114
2025
Q3 		$149K Hold
15,252
– – 0.06% 115
2025
Q2 		$140K Hold
15,252
– – 0.07% 113
2025
Q1 		$146K Buy
+15,252
New +$152K 0.09% 112

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

JBR Co Financial Management's AGNC Position: Q2 2026 in Review

JBR Co Financial Management reduced its AGNC Investment (AGNC) stake by 30% in Q2 2026, selling an estimated $65.4K and leaving 14,295 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #133.

JBR Co Financial Management first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $220K in Q1 2026. 185 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • JBR Co Financial Management held 14,295 shares of AGNC Investment worth $156K as of Q2 2026.
  • JBR Co Financial Management sold 6,207 AGNC Investment shares in Q2 2026, an estimated $65.4K.
  • AGNC Investment made up 0.06% of JBR Co Financial Management's portfolio in Q2 2026, its #133 holding.
  • JBR Co Financial Management first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • JBR Co Financial Management's AGNC Investment position peaked at $220K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.