Lido Advisors
AGNC icon

Lido Advisors’s AGNC Investment AGNC Stock Holding History

Lido Advisors’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 		$780K Buy
76,781
+65,629
+588% +$726K ﹤0.01% 1079
2025
Q4 		$112K Buy
11,152
+1,046
+10% +$10.8K ﹤0.01% 1840
2025
Q3 		$101K Sell
10,106
-157
-2% -$1.52K ﹤0.01% 1757
2025
Q2 		$95.6K Sell
10,263
-882
-8% -$7.89K ﹤0.01% 1594
2025
Q1 		$108K Sell
11,145
-10,095
-48% -$101K ﹤0.01% 1440
2024
Q4 		$198K Sell
21,240
-200,891
-90% -$1.96M ﹤0.01% 1388
2024
Q3 		$2.32M Buy
222,131
+191,295
+620% +$1.94M 0.01% 437
2024
Q2 		$298K Sell
30,836
-79,347
-72% -$759K ﹤0.01% 1127
2024
Q1 		$1.1M Buy
110,183
+10,002
+10% +$96.5K 0.01% 609
2023
Q4 		$995K Buy
+100,181
New +$880K 0.01% 619
2022
Q4 		– Sell
-13,805
Closed -$116K – 1027
2022
Q3 		$116K Buy
+13,805
New +$162K ﹤0.01% 909
2021
Q4 		– Sell
-86,530
Closed -$1.36M – 990
2021
Q3 		$1.36M Sell
86,530
-48,589
-36% -$787K 0.02% 340
2021
Q2 		$2.3M Buy
135,119
+100,001
+285% +$1.78M 0.03% 246
2021
Q1 		$593K Sell
35,118
-3,637
-9% -$58.8K 0.01% 460
2020
Q4 		$609K Sell
38,755
-64,695
-63% -$957K 0.01% 432
2020
Q3 		$1.45M Buy
103,450
+28,833
+39% +$397K 0.04% 203
2020
Q2 		$972K Buy
74,617
+40,064
+116% +$503K 0.03% 246
2020
Q1 		$371K Buy
+34,553
New +$576K 0.02% 382
2017
Q3 		– Sell
-80,027
Closed -$1.7M – 286
2017
Q2 		$1.7M Buy
+80,027
New +$1.66M 0.35% 39

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

Lido Advisors's AGNC Position: Q1 2026 in Review

Lido Advisors increased its AGNC Investment (AGNC) stake by 588% in Q1 2026, buying an estimated $726K and bringing the position to 76,781 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Lido Advisors first reported a position in AGNC in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.32M in Q3 2024. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Lido Advisors held 76,781 shares of AGNC Investment worth $780K as of Q1 2026.
  • Lido Advisors bought 65,629 AGNC Investment shares in Q1 2026, an estimated $726K.
  • AGNC Investment made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1079 holding.
  • Lido Advisors first reported a position in AGNC Investment in Q2 2017 and has held it in 19 quarters since.
  • Lido Advisors's AGNC Investment position peaked at $2.32M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.