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Maridea Wealth Management’s AGNC Investment AGNC Stock Holding History

Maridea Wealth 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
Q1 		$233K Sell
23,261
-864
-4% -$9.55K 0.03% 400
2025
Q4 		$259K Sell
24,125
-29,654
-55% -$305K 0.04% 353
2025
Q3 		$543K Sell
53,779
-705
-1% -$6.83K 0.08% 226
2025
Q2 		$501K Buy
54,484
+1,978
+4% +$17.7K 0.13% 154
2025
Q1 		$503K Buy
52,506
+34
+0.1% +$340 0.16% 121
2024
Q4 		$483K Buy
+52,472
New +$512K 0.16% 113

Other funds holding AGNC

BlackRock
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Maridea Wealth Management's AGNC Position: Q1 2026 in Review

Maridea Wealth Management reduced its AGNC Investment (AGNC) stake by 3.6% in Q1 2026, selling an estimated $9.55K and leaving 23,261 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #400.

Maridea Wealth Management first reported a position in AGNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $543K in Q3 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Maridea Wealth Management held 23,261 shares of AGNC Investment worth $233K as of Q1 2026.
  • Maridea Wealth Management sold 864 AGNC Investment shares in Q1 2026, an estimated $9.55K.
  • AGNC Investment made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #400 holding.
  • Maridea Wealth Management first reported a position in AGNC Investment in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's AGNC Investment position peaked at $543K in Q3 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.