Lazari Capital Management’s AGNC Investment AGNC Stock Holding History

Lazari Capital Management’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	$324K	Buy	29,705 +4,600	+18%	+$48.5K	0.1%	125
2026 Q1	$252K	Hold	25,105	–	–	0.09%	137
2025 Q4	$269K	Hold	25,105	–	–	0.09%	125
2025 Q3	$246K	Hold	25,105	–	–	0.08%	127
2025 Q2	$231K	Hold	25,105	–	–	0.09%	129
2025 Q1	$241K	Hold	25,105	–	–	0.1%	118
2024 Q4	$231K	Hold	25,105	–	–	0.09%	126
2024 Q3	$263K	Hold	25,105	–	–	0.11%	117
2024 Q2	$240K	Hold	25,105	–	–	0.11%	111
2024 Q1	$249K	Sell	25,105 -1,500	-6%	-$14.5K	0.14%	88
2023 Q4	$261K	Hold	26,605	–	–	0.15%	85
2023 Q3	$251K	Hold	26,605	–	–	0.15%	90
2023 Q2	$270K	Buy	+26,605	New	+$259K	0.15%	92

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lazari Capital Management's AGNC Position: Q2 2026 in Review

Lazari Capital Management increased its AGNC Investment (AGNC) stake by 18% in Q2 2026, buying an estimated $48.5K and bringing the position to 29,705 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #125.

Lazari Capital Management first reported a position in AGNC in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Lazari Capital Management held 29,705 shares of AGNC Investment worth $324K as of Q2 2026.
Lazari Capital Management bought 4,600 AGNC Investment shares in Q2 2026, an estimated $48.5K.
AGNC Investment made up 0.1% of Lazari Capital Management's portfolio in Q2 2026, its #125 holding.
Lazari Capital Management first reported a position in AGNC Investment in Q2 2023 and has held it in 13 quarters since.
276 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.