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Lloyd Advisory Services’s AGNC Investment AGNC Stock Holding History

Lloyd 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 		– Sell
-512
Closed -$5.48K – 864
2025
Q4 		$5.48K Buy
+512
New +$5.26K ﹤0.01% 414
2023
Q4 		– Sell
-15,702
Closed -$148K – 144
2023
Q3 		$148K Buy
+15,702
New +$155K 0.05% 245

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 $3.38T AUM 44.17% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lloyd Advisory Services's AGNC Position: Q1 2026 in Review

Lloyd Advisory Services sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 512 shares — an estimated $5.48K sold.

Lloyd Advisory Services first reported a position in AGNC in Q3 2023 and held it in 2 quarters. The position peaked at $148K in Q3 2023. 681 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Lloyd Advisory Services reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 512 AGNC Investment shares in Q1 2026, an estimated $5.48K.
  • Lloyd Advisory Services first reported a position in AGNC Investment in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's AGNC Investment position peaked at $148K in Q3 2023.
  • 681 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

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