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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT)

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