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KAS
Kestra Advisory Services’s
AGNC Investment
AGNC
Stock Holding History
Kestra Advisory Services’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
Q1
$3.01M
Buy
299,678
+119,363
+66%
+$1.32M
0.01%
1059
2025
Q4
$1.93M
Buy
180,315
+19,851
+12%
+$204K
0.01%
1229
2025
Q3
$1.57M
Sell
160,464
-57,983
-27%
-$562K
0.01%
1300
2025
Q2
$2.01M
Buy
218,447
+20,520
+10%
+$184K
0.01%
1076
2025
Q1
$1.9M
Buy
197,927
+8,168
+4%
+$81.6K
0.01%
1014
2024
Q4
$1.75M
Buy
189,759
+157,778
+493%
+$1.54M
0.01%
1073
2024
Q3
$335K
Sell
31,981
-189,576
-86%
-$1.93M
﹤0.01%
2025
2024
Q2
$2.14M
Buy
221,557
+63,453
+40%
+$607K
0.01%
927
2024
Q1
$1.58M
Buy
+158,104
New
+$1.53M
0.01%
990
2023
Q1
–
Sell
-13,208
Closed
-$137K
–
2051
2022
Q4
$137K
Buy
+13,208
New
+$121K
﹤0.01%
2092
Other funds holding AGNC
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
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$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EIC
Equity Investment Corp
Atlanta, Georgia
$5.11B AUM
8.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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