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Linscomb Wealth’s AGNC Investment AGNC Stock Holding History

Linscomb Wealth’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
-12,031
Closed -$121K – 314
2026
Q1 		$121K Buy
+12,031
New +$133K 0.01% 335
2023
Q1 		– Sell
-15,612
Closed -$162K – 288
2022
Q4 		$162K Buy
+15,612
New +$143K 0.01% 327
2015
Q4 		– Sell
-16,765
Closed -$314K – 255
2015
Q3 		$314K Buy
16,765
+299
+2% +$5.74K 0.04% 203
2015
Q2 		$302K Buy
16,466
+287
+2% +$5.91K 0.03% 220
2015
Q1 		$345K Buy
16,179
+275
+2% +$5.95K 0.04% 203
2014
Q4 		$347K Buy
15,904
+408
+3% +$9.2K 0.04% 199
2014
Q3 		$329K Buy
15,496
+197
+1% +$4.54K 0.04% 207
2014
Q2 		$358K Buy
15,299
+247
+2% +$5.68K 0.04% 195
2014
Q1 		$323K Buy
15,052
+843
+6% +$18.1K 0.04% 202
2013
Q4 		$274K Sell
14,209
-663
-4% -$14.1K 0.03% 193
2013
Q3 		$336K Buy
14,872
+585
+4% +$13.2K 0.04% 172
2013
Q2 		$329K Buy
+14,287
New +$413K 0.05% 171

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

Linscomb Wealth's AGNC Position: Q2 2026 in Review

Linscomb Wealth sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 12,031 shares — an estimated $121K sold.

Linscomb Wealth first reported a position in AGNC in Q2 2013 and held it in 12 quarters. The position peaked at $358K in Q2 2014. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Linscomb Wealth reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Linscomb Wealth sold 12,031 AGNC Investment shares in Q2 2026, an estimated $121K.
  • Linscomb Wealth first reported a position in AGNC Investment in Q2 2013 and held it in 12 quarters.
  • Linscomb Wealth's AGNC Investment position peaked at $358K in Q2 2014.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.