Level Four Advisory Services’s AGNC Investment AGNC Stock Holding History

Level Four Advisory Services’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	$310K	Buy	28,457 +17,129	+151%	+$180K	0.01%	759
2026 Q1	$114K	Sell	11,328 -2,196	-16%	-$24.3K	﹤0.01%	851
2025 Q4	$145K	Sell	13,524 -190	-1%	-$1.95K	﹤0.01%	823
2025 Q3	$134K	Buy	13,714 +227	+2%	+$2.2K	﹤0.01%	785
2025 Q2	$124K	Buy	13,487 +129	+1%	+$1.15K	﹤0.01%	767
2025 Q1	$128K	Buy	13,358 +1,219	+10%	+$12.2K	0.01%	732
2024 Q4	$112K	Sell	12,139 -492	-4%	-$4.8K	﹤0.01%	737
2024 Q3	$118K	Buy	12,631 +236	+2%	+$2.4K	0.01%	746
2024 Q2	$118K	Sell	12,395 -2,058	-14%	-$19.7K	0.01%	717
2024 Q1	$142K	Hold	14,453	–	–	0.01%	729
2023 Q4	$142K	Sell	14,453 -8,459	-37%	-$74.3K	0.01%	725
2023 Q3	$216K	Buy	22,912 +8,466	+59%	+$83.8K	0.01%	668
2023 Q2	$146K	Buy	14,446 +131	+0.9%	+$1.27K	0.01%	761
2023 Q1	$144K	Buy	+14,315	New	+$156K	0.01%	720
2022 Q1	–	Sell	-16,270	Closed	-$245K	–	647
2021 Q4	$245K	Buy	+16,270	New	+$258K	0.02%	557
2021 Q3	–	Sell	-32,480	Closed	-$549K	–	464
2021 Q2	$549K	Sell	32,480 -720	-2%	-$12.8K	0.04%	378
2021 Q1	$556K	Buy	33,200 +1,000	+3%	+$16.2K	0.04%	366
2020 Q4	$502K	Buy	32,200 +4,800	+18%	+$71K	0.04%	367
2020 Q3	$381K	Sell	27,400 -5,741	-17%	-$79K	0.03%	397
2020 Q2	$427K	Buy	+33,141	New	+$416K	0.03%	393
2018 Q1	–	Sell	-11,211	Closed	-$226K	–	531
2017 Q4	$226K	Sell	11,211 -18,513	-62%	-$381K	0.02%	494
2017 Q3	$644K	Buy	29,724 +18,300	+160%	+$391K	0.06%	303
2017 Q2	$231K	Sell	11,424 -224	-2%	-$4.65K	0.04%	434
2017 Q1	$235K	Buy	11,648 +913	+9%	+$17.6K	0.02%	464
2016 Q4	$195K	Buy	+10,735	New	+$203K	0.02%	446

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Level Four Advisory Services's AGNC Position: Q2 2026 in Review

Level Four Advisory Services increased its AGNC Investment (AGNC) stake by 151% in Q2 2026, buying an estimated $180K and bringing the position to 28,457 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #759.

Level Four Advisory Services first reported a position in AGNC in Q4 2016 and has held it in 25 quarters since. The position peaked at $644K in Q3 2017. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Level Four Advisory Services held 28,457 shares of AGNC Investment worth $310K as of Q2 2026.
Level Four Advisory Services bought 17,129 AGNC Investment shares in Q2 2026, an estimated $180K.
AGNC Investment made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #759 holding.
Level Four Advisory Services first reported a position in AGNC Investment in Q4 2016 and has held it in 25 quarters since.
Level Four Advisory Services's AGNC Investment position peaked at $644K in Q3 2017.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.