LFAS
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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
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
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

Level Four Advisory Services's AGNC Position: Q1 2026 in Review

Level Four Advisory Services reduced its AGNC Investment (AGNC) stake by 16% in Q1 2026, selling an estimated $24.3K and leaving 11,328 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Level Four Advisory Services first reported a position in AGNC in Q4 2016 and has held it in 24 quarters since. The position peaked at $644K in Q3 2017. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Level Four Advisory Services held 11,328 shares of AGNC Investment worth $114K as of Q1 2026.
  • Level Four Advisory Services sold 2,196 AGNC Investment shares in Q1 2026, an estimated $24.3K.
  • AGNC Investment made up ﹤0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #851 holding.
  • Level Four Advisory Services first reported a position in AGNC Investment in Q4 2016 and has held it in 24 quarters since.
  • Level Four Advisory Services's AGNC Investment position peaked at $644K in Q3 2017.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.