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Mission Wealth Management’s AGNC Investment AGNC Stock Holding History

Mission 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 		$183K Buy
16,780
+607
+4% +$6.39K ﹤0.01% 1033
2026
Q1 		$162K Buy
16,173
+27
+0.2% +$299 ﹤0.01% 711
2025
Q4 		$173K Hold
16,146
– – ﹤0.01% 710
2025
Q3 		$158K Hold
16,146
– – ﹤0.01% 685
2025
Q2 		$148K Buy
16,146
+34
+0.2% +$304 ﹤0.01% 665
2025
Q1 		$154K Buy
+16,112
New +$161K ﹤0.01% 648
2023
Q1 		– Sell
-15,610
Closed -$162K – 537
2022
Q4 		$162K Buy
15,610
+42
+0.3% +$384 0.01% 498
2022
Q3 		$131K Buy
15,568
+2,000
+15% +$23.5K 0.01% 481
2022
Q2 		$150K Sell
13,568
-650
-5% -$7.71K 0.01% 482
2022
Q1 		$186K Buy
14,218
+2,905
+26% +$40.6K 0.01% 508
2021
Q4 		$170K Buy
11,313
+650
+6% +$10.3K 0.01% 521
2021
Q3 		$168K Buy
+10,663
New +$173K 0.01% 496

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Mission Wealth Management increased its AGNC Investment (AGNC) stake by 3.8% in Q2 2026, buying an estimated $6.39K and bringing the position to 16,780 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Mission Wealth Management first reported a position in AGNC in Q3 2021 and has held it in 12 quarters since. The position peaked at $186K in Q1 2022. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Mission Wealth Management held 16,780 shares of AGNC Investment worth $183K as of Q2 2026.
  • Mission Wealth Management bought 607 AGNC Investment shares in Q2 2026, an estimated $6.39K.
  • AGNC Investment made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1033 holding.
  • Mission Wealth Management first reported a position in AGNC Investment in Q3 2021 and has held it in 12 quarters since.
  • Mission Wealth Management's AGNC Investment position peaked at $186K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.