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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
Q2 		– Sell
-23
Closed -$234 – 216
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

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Vanguard Capital Management
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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 Wealth Management (Idaho)'s AGNC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 23 shares — an estimated $234 sold.

Legacy Wealth Management (Idaho) first reported a position in AGNC in Q3 2025 and held it in 3 quarters. The position peaked at $330 in Q4 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 23 AGNC Investment shares in Q2 2026, an estimated $234.
  • Legacy Wealth Management (Idaho) first reported a position in AGNC Investment in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s AGNC Investment position peaked at $330 in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.