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Lifestyle Asset Management’s AGNC Investment AGNC Stock Holding History

Lifestyle Asset Management’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 		$376K Buy
34,522
+17,130
+98% +$180K 0.1% 93
2026
Q1 		$174K Sell
17,392
-674
-4% -$7.45K 0.06% 133
2025
Q4 		$194K Hold
18,066
– – 0.06% 137
2025
Q3 		$177K Buy
18,066
+2,900
+19% +$28.1K 0.06% 135
2025
Q2 		$139K Sell
15,166
-3,501
-19% -$31.3K 0.07% 124
2025
Q1 		$179K Buy
+18,667
New +$186K 0.1% 116

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 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

Lifestyle Asset Management's AGNC Position: Q2 2026 in Review

Lifestyle Asset Management increased its AGNC Investment (AGNC) stake by 98% in Q2 2026, buying an estimated $180K and bringing the position to 34,522 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #93.

Lifestyle Asset Management first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Lifestyle Asset Management held 34,522 shares of AGNC Investment worth $376K as of Q2 2026.
  • Lifestyle Asset Management bought 17,130 AGNC Investment shares in Q2 2026, an estimated $180K.
  • AGNC Investment made up 0.1% of Lifestyle Asset Management's portfolio in Q2 2026, its #93 holding.
  • Lifestyle Asset Management first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.