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MassMutual Private Wealth & Trust’s AGNC Investment AGNC Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$14.9K Buy
1,648
+252
+18% +$2.68K ﹤0.01% 1173
2026
Q2 		$15.2K Sell
1,396
-323
-19% -$3.4K ﹤0.01% 1218
2026
Q1 		$17.2K Sell
1,719
-1,532
-47% -$16.9K ﹤0.01% 1145
2025
Q4 		$34.9K Buy
3,251
+1,708
+111% +$17.6K ﹤0.01% 915
2025
Q3 		$15.1K Buy
1,543
+88
+6% +$853 ﹤0.01% 1230
2025
Q2 		$13.4K Buy
1,455
+800
+122% +$7.16K ﹤0.01% 1251
2025
Q1 		$6.28K Buy
655
+110
+20% +$1.1K ﹤0.01% 1497
2024
Q4 		$5.02K Buy
545
+36
+7% +$351 ﹤0.01% 1534
2024
Q3 		$5.32K Buy
509
+100
+24% +$1.02K ﹤0.01% 1359
2024
Q2 		$3.9K Hold
409
– – ﹤0.01% 1397
2024
Q1 		$4.05K Hold
409
– – ﹤0.01% 1339
2023
Q4 		$4.01K Hold
409
– – ﹤0.01% 1295
2023
Q3 		$3.86K Hold
409
– – ﹤0.01% 1329
2023
Q2 		$4.14K Hold
409
– – ﹤0.01% 1268
2023
Q1 		$4.12K Hold
409
– – ﹤0.01% 1202
2022
Q4 		$4K Buy
+409
New +$3.74K ﹤0.01% 1032
2022
Q2 		– Sell
-38
Closed – – 1493
2022
Q1 		$0 Sell
38
-172
-82% -$2.4K ﹤0.01% 1501
2021
Q4 		$3K Buy
+210
New +$3.33K ﹤0.01% 969
2021
Q3 		– Sell
-146
Closed -$2K – 1253
2021
Q2 		$2K Hold
146
– – ﹤0.01% 986
2021
Q1 		$2K Buy
+146
New +$2.36K ﹤0.01% 842
2015
Q3 		– Sell
-100
Closed -$1.92K – 840
2015
Q2 		$2.34K Sell
100
-400
-80% -$8.24K ﹤0.01% 634
2015
Q1 		$10.7K Buy
+500
New +$10.8K ﹤0.01% 494

Other funds holding AGNC

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's AGNC Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its AGNC Investment (AGNC) stake by 18% in Q3 2026, buying an estimated $2.68K and bringing the position to 1,648 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

MassMutual Private Wealth & Trust first reported a position in AGNC in Q1 2015 and has held it in 22 quarters since. The position peaked at $34.9K in Q4 2025. 27 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • MassMutual Private Wealth & Trust held 1,648 shares of AGNC Investment worth $14.9K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 252 AGNC Investment shares in Q3 2026, an estimated $2.68K.
  • AGNC Investment made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1173 holding.
  • MassMutual Private Wealth & Trust first reported a position in AGNC Investment in Q1 2015 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's AGNC Investment position peaked at $34.9K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.