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Legacy Wealth Management (Idaho)’s AGNC Investment AGNC Stock Holding History

Legacy Wealth Management (Idaho)’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 		$234 Sell
23
-8
-26% -$88 ﹤0.01% 981
2025
Q4 		$330 Buy
31
+1
+3% +$10 ﹤0.01% 847
2025
Q3 		$292 Buy
+30
New +$291 ﹤0.01% 723

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
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 $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s AGNC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its AGNC Investment (AGNC) stake by 26% in Q1 2026, selling an estimated $88 and leaving 23 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Legacy Wealth Management (Idaho) first reported a position in AGNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $330 in Q4 2025. 673 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 23 shares of AGNC Investment worth $234 as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 8 AGNC Investment shares in Q1 2026, an estimated $88.
  • AGNC Investment made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #981 holding.
  • Legacy Wealth Management (Idaho) first reported a position in AGNC Investment in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s AGNC Investment position peaked at $330 in Q4 2025.
  • 673 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.