M Holdings Securities’s AGNC Investment AGNC Stock Holding History

M Holdings Securities’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	-20,971	Closed	-$225K	–	290
2025 Q4	$225K	Buy	+20,971	New	+$216K	0.02%	291
2024 Q3	–	Sell	-12,324	Closed	-$118K	–	105
2024 Q2	$118K	Buy	+12,324	New	+$118K	0.02%	297
2014 Q4	–	Sell	-8,515	Closed	-$181K	–	190
2014 Q3	$181K	Buy	+8,515	New	+$196K	0.1%	190

Other funds holding AGNC

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

M Holdings Securities's AGNC Position: Q1 2026 in Review

M Holdings Securities sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 20,971 shares — an estimated $225K sold.

M Holdings Securities first reported a position in AGNC in Q3 2014 and held it in 3 quarters. The position peaked at $225K in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

M Holdings Securities reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
M Holdings Securities sold 20,971 AGNC Investment shares in Q1 2026, an estimated $225K.
M Holdings Securities first reported a position in AGNC Investment in Q3 2014 and held it in 3 quarters.
M Holdings Securities's AGNC Investment position peaked at $225K in Q4 2025.
672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.