Key Financial Inc’s AGNC Investment AGNC Stock Holding History

Key Financial Inc’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	$5.45K	Buy	500 +411	+462%	+$4.33K	﹤0.01%	1002
2026 Q1	$893	Hold	89	–	–	﹤0.01%	1261
2025 Q4	$954	Sell	89 -72	-45%	-$740	﹤0.01%	1262
2025 Q3	$1.6K	Hold	161	–	–	﹤0.01%	1218
2025 Q2	$1.48K	Hold	161	–	–	﹤0.01%	1225
2025 Q1	$1.54K	Buy	161 +72	+81%	+$719	﹤0.01%	1174
2024 Q4	$820	Hold	89	–	–	﹤0.01%	1251
2024 Q3	$931	Hold	89	–	–	﹤0.01%	1204
2024 Q2	$849	Hold	89	–	–	﹤0.01%	1199
2024 Q1	$881	Hold	89	–	–	﹤0.01%	1196
2023 Q4	$873	Hold	89	–	–	﹤0.01%	1198
2023 Q3	$840	Hold	89	–	–	﹤0.01%	1209
2023 Q2	$902	Hold	89	–	–	﹤0.01%	1254
2023 Q1	$897	Hold	89	–	–	﹤0.01%	1049
2022 Q4	$749	Hold	89	–	–	﹤0.01%	1064
2022 Q3	$1K	Hold	89	–	–	﹤0.01%	996
2022 Q2	$1K	Hold	89	–	–	﹤0.01%	980
2022 Q1	$1K	Hold	89	–	–	﹤0.01%	972
2021 Q4	$1K	Hold	89	–	–	﹤0.01%	862
2021 Q3	$1K	Buy	+89	New	+$1.44K	﹤0.01%	839
2020 Q2	–	Sell	-165	Closed	-$2K	–	111
2020 Q1	$2K	Buy	+165	New	+$2.75K	﹤0.01%	591

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Key Financial Inc's AGNC Position: Q2 2026 in Review

Key Financial Inc increased its AGNC Investment (AGNC) stake by 462% in Q2 2026, buying an estimated $4.33K and bringing the position to 500 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Key Financial Inc first reported a position in AGNC in Q1 2020 and has held it in 21 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Key Financial Inc held 500 shares of AGNC Investment worth $5.45K as of Q2 2026.
Key Financial Inc bought 411 AGNC Investment shares in Q2 2026, an estimated $4.33K.
AGNC Investment made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1002 holding.
Key Financial Inc first reported a position in AGNC Investment in Q1 2020 and has held it in 21 quarters since.
706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.