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Mount Yale Investment Advisors’s AGNC Investment AGNC Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-870
Closed -$8K – 695
2025
Q2 		$8K Buy
+870
New +$7.79K ﹤0.01% 1166

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Mount Yale Investment Advisors's AGNC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of AGNC Investment (AGNC) in Q3 2025, closing a stake of 870 shares — an estimated $8K sold.

Mount Yale Investment Advisors first reported a position in AGNC in Q2 2025 and held it in 1 quarter. The position peaked at $8K in Q2 2025. 599 funds tracked by Wall St. Rank hold AGNC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining AGNC Investment position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 870 AGNC Investment shares in Q3 2025, an estimated $8K.
  • Mount Yale Investment Advisors first reported a position in AGNC Investment in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's AGNC Investment position peaked at $8K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.