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MN Wealth Advisors’s AGNC Investment AGNC Stock Holding History

MN Wealth Advisors’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 		$118K Buy
10,798
+360
+3% +$3.79K 0.05% 130
2026
Q1 		$105K Buy
10,438
+330
+3% +$3.65K 0.05% 120
2025
Q4 		$108K Buy
+10,108
New +$104K 0.05% 120

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
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

MN Wealth Advisors's AGNC Position: Q2 2026 in Review

MN Wealth Advisors increased its AGNC Investment (AGNC) stake by 3.4% in Q2 2026, buying an estimated $3.79K and bringing the position to 10,798 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #130.

MN Wealth Advisors first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • MN Wealth Advisors held 10,798 shares of AGNC Investment worth $118K as of Q2 2026.
  • MN Wealth Advisors bought 360 AGNC Investment shares in Q2 2026, an estimated $3.79K.
  • AGNC Investment made up 0.05% of MN Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • MN Wealth Advisors first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.