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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
Q2 		$440K Buy
40,387
+17,126
+74% +$180K 0.05% 334
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 $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

Maridea Wealth Management's AGNC Position: Q2 2026 in Review

Maridea Wealth Management increased its AGNC Investment (AGNC) stake by 74% in Q2 2026, buying an estimated $180K and bringing the position to 40,387 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #334.

Maridea Wealth Management first reported a position in AGNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $543K in Q3 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Maridea Wealth Management held 40,387 shares of AGNC Investment worth $440K as of Q2 2026.
  • Maridea Wealth Management bought 17,126 AGNC Investment shares in Q2 2026, an estimated $180K.
  • AGNC Investment made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Maridea Wealth Management first reported a position in AGNC Investment in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's AGNC Investment position peaked at $543K in Q3 2025.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.