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Kestra Private Wealth Services’s AGNC Investment AGNC Stock Holding History

Kestra Private Wealth 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
Q2 		$780K Buy
71,590
+797
+1% +$8.4K 0.01% 1037
2026
Q1 		$710K Sell
70,793
-2,221
-3% -$24.6K 0.01% 1020
2025
Q4 		$783K Buy
73,014
+351
+0.5% +$3.61K 0.01% 919
2025
Q3 		$711K Sell
72,663
-1,049
-1% -$10.2K 0.01% 928
2025
Q2 		$677K Buy
73,712
+4,604
+7% +$41.2K 0.01% 904
2025
Q1 		$662K Sell
69,108
-561
-0.8% -$5.6K 0.01% 844
2024
Q4 		$642K Sell
69,669
-2,048
-3% -$20K 0.01% 820
2024
Q3 		$759K Sell
71,717
-1,929
-3% -$19.6K 0.01% 710
2024
Q2 		$711K Buy
73,646
+3,547
+5% +$33.9K 0.01% 695
2024
Q1 		$702K Buy
+70,099
New +$676K 0.02% 671
2020
Q4 		– Sell
-42,615
Closed -$593K – 738
2020
Q3 		$593K Buy
+42,615
New +$586K 0.05% 345

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

Kestra Private Wealth Services's AGNC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its AGNC Investment (AGNC) stake by 1.1% in Q2 2026, buying an estimated $8.4K and bringing the position to 71,590 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1037.

Kestra Private Wealth Services first reported a position in AGNC in Q3 2020 and has held it in 11 quarters since. The position peaked at $783K in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Kestra Private Wealth Services held 71,590 shares of AGNC Investment worth $780K as of Q2 2026.
  • Kestra Private Wealth Services bought 797 AGNC Investment shares in Q2 2026, an estimated $8.4K.
  • AGNC Investment made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1037 holding.
  • Kestra Private Wealth Services first reported a position in AGNC Investment in Q3 2020 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's AGNC Investment position peaked at $783K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.