Magnus Financial Group’s AGNC Investment AGNC Stock Holding History

Magnus Financial Group’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	$357K	Sell	32,712 -830	-2%	-$8.74K	0.03%	283
2026 Q1	$336K	Sell	33,542 -339	-1%	-$3.75K	0.03%	279
2025 Q4	$363K	Sell	33,881 -615	-2%	-$6.32K	0.03%	306
2025 Q3	$338K	Buy	34,496 +2,324	+7%	+$22.5K	0.03%	302
2025 Q2	$296K	Buy	32,172 +1,384	+4%	+$12.4K	0.03%	300
2025 Q1	$295K	Sell	30,788 -97	-0.3%	-$969	0.03%	284
2024 Q4	$284K	Buy	30,885 +20,206	+189%	+$197K	0.03%	278
2024 Q3	$112K	Buy	+10,679	New	+$109K	0.01%	334

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Magnus Financial Group's AGNC Position: Q2 2026 in Review

Magnus Financial Group reduced its AGNC Investment (AGNC) stake by 2.5% in Q2 2026, selling an estimated $8.74K and leaving 32,712 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #283.

Magnus Financial Group first reported a position in AGNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $363K in Q4 2025. 185 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Magnus Financial Group held 32,712 shares of AGNC Investment worth $357K as of Q2 2026.
Magnus Financial Group sold 830 AGNC Investment shares in Q2 2026, an estimated $8.74K.
AGNC Investment made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #283 holding.
Magnus Financial Group first reported a position in AGNC Investment in Q3 2024 and has held it in 8 quarters since.
Magnus Financial Group's AGNC Investment position peaked at $363K in Q4 2025.
185 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.