JWA
AGNC icon

JFS Wealth Advisors’s AGNC Investment AGNC Stock Holding History

JFS Wealth Advisors’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 		$320 Buy
+29
New +$306 ﹤0.01% 2052
2020
Q1 		– Sell
-20,000
Closed -$354K – 497
2019
Q4 		$354K Sell
20,000
-13,500
-40% -$230K 0.09% 109
2019
Q3 		$539K Buy
33,500
+11,000
+49% +$181K 0.14% 89
2019
Q2 		$378K Buy
22,500
+7,500
+50% +$130K 0.1% 107
2019
Q1 		$270K Sell
15,000
-5,000
-25% -$89.3K 0.07% 121
2018
Q4 		$351K Sell
20,000
-32,533
-62% -$580K 0.09% 107
2018
Q3 		$979K Buy
52,533
+1,468
+3% +$28K 0.25% 66
2018
Q2 		$949K Buy
51,065
+1,429
+3% +$27K 0.25% 64
2018
Q1 		$939K Buy
49,636
+1,395
+3% +$26.5K 0.25% 65
2017
Q4 		$974K Sell
48,241
-7,721
-14% -$159K 0.24% 67
2017
Q3 		$1.21M Buy
55,962
+5,167
+10% +$110K 0.31% 60
2017
Q2 		$1.08M Buy
50,795
+2,419
+5% +$50.3K 0.3% 60
2017
Q1 		$877K Hold
48,376
– – 0.24% 72
2016
Q4 		$877K Buy
+48,376
New +$917K 0.24% 72
2016
Q3 		– Sell
-53,831
Closed -$1.07M – 477
2016
Q2 		$1.07M Buy
53,831
+13,677
+34% +$258K 0.29% 67
2016
Q1 		$748K Buy
40,154
+6,979
+21% +$124K 0.22% 70
2015
Q4 		$575K Buy
33,175
+23,628
+247% +$429K 0.17% 80
2015
Q3 		$179K Buy
+9,547
New +$183K 0.08% 111
2014
Q3 		– Sell
-5,306
Closed -$124K – 483
2014
Q2 		$124K Buy
+5,306
New +$122K 0.02% 112

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JFS Wealth Advisors's AGNC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in AGNC Investment (AGNC) in Q2 2026: 29 shares worth $320. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in AGNC as recently as Q4 2019.

JFS Wealth Advisors first reported a position in AGNC in Q2 2014 and has held it in 19 quarters since. The position peaked at $1.21M in Q3 2017. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • JFS Wealth Advisors held 29 shares of AGNC Investment worth $320 as of Q2 2026.
  • AGNC Investment was a new JFS Wealth Advisors position in Q2 2026.
  • AGNC Investment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2052 holding.
  • JFS Wealth Advisors first reported a position in AGNC Investment in Q2 2014 and has held it in 19 quarters since.
  • JFS Wealth Advisors's AGNC Investment position peaked at $1.21M in Q3 2017.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.