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Legacy Capital Wealth Partners’s AGNC Investment AGNC Stock Holding History

Legacy Capital Wealth Partners’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 		$391K Sell
35,875
-509
-1% -$5.36K 0.08% 248
2026
Q1 		$365K Sell
36,384
-406
-1% -$4.49K 0.08% 264
2025
Q4 		$394K Buy
36,790
+577
+2% +$5.93K 0.08% 243
2025
Q3 		$355K Buy
36,213
+3,000
+9% +$29.1K 0.08% 278
2025
Q2 		$305K Buy
33,213
+4,994
+18% +$44.7K 0.07% 298
2025
Q1 		$270K Buy
28,219
+2,083
+8% +$20.8K 0.07% 298
2024
Q4 		$241K Sell
26,136
-3,221
-11% -$31.4K 0.06% 303
2024
Q3 		$307K Buy
29,357
+721
+3% +$7.33K 0.06% 270
2024
Q2 		$273K Buy
+28,636
New +$274K 0.07% 256
2024
Q1 		– Sell
-22,298
Closed -$219K – 119
2023
Q4 		$219K Sell
22,298
-7,547
-25% -$66.3K 0.06% 267
2023
Q3 		$282K Buy
+29,845
New +$295K 0.08% 218
2023
Q2 		– Sell
-24,756
Closed -$250K – 45
2023
Q1 		$250K Buy
+24,756
New +$269K 0.07% 219

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's AGNC Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its AGNC Investment (AGNC) stake by 1.4% in Q2 2026, selling an estimated $5.36K and leaving 35,875 shares worth $391K. The position accounts for 0.08% of the portfolio, ranked #248.

Legacy Capital Wealth Partners first reported a position in AGNC in Q1 2023 and has held it in 12 quarters since. The position peaked at $394K in Q4 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Legacy Capital Wealth Partners held 35,875 shares of AGNC Investment worth $391K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 509 AGNC Investment shares in Q2 2026, an estimated $5.36K.
  • AGNC Investment made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Legacy Capital Wealth Partners first reported a position in AGNC Investment in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's AGNC Investment position peaked at $394K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.