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Kingswood Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Kingswood 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 		$778K Buy
71,378
+5,167
+8% +$54.4K 0.03% 484
2026
Q1 		$664K Buy
66,211
+18,180
+38% +$201K 0.03% 478
2025
Q4 		$515K Buy
48,031
+33,260
+225% +$342K 0.02% 517
2025
Q3 		$145K Buy
+14,771
New +$143K 0.01% 774
2025
Q2 		– Sell
-13,807
Closed -$132K – 744
2025
Q1 		$132K Buy
+13,807
New +$138K 0.01% 697
2023
Q3 		– Sell
-15,488
Closed -$157K – 418
2023
Q2 		$157K Buy
+15,488
New +$151K 0.05% 259

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Kingswood Wealth Advisors increased its AGNC Investment (AGNC) stake by 7.8% in Q2 2026, buying an estimated $54.4K and bringing the position to 71,378 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #484.

Kingswood Wealth Advisors first reported a position in AGNC in Q2 2023 and has held it in 6 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Kingswood Wealth Advisors held 71,378 shares of AGNC Investment worth $778K as of Q2 2026.
  • Kingswood Wealth Advisors bought 5,167 AGNC Investment shares in Q2 2026, an estimated $54.4K.
  • AGNC Investment made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #484 holding.
  • Kingswood Wealth Advisors first reported a position in AGNC Investment in Q2 2023 and has held it in 6 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.