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Mutual Advisors’s AGNC Investment AGNC Stock Holding History

Mutual 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 		$330K Sell
30,317
-465
-2% -$4.9K 0.01% 1138
2026
Q1 		$309K Buy
30,782
+1,391
+5% +$15.4K 0.01% 1114
2025
Q4 		$315K Buy
29,391
+174
+0.6% +$1.79K 0.01% 1059
2025
Q3 		$295K Buy
29,217
+9,836
+51% +$95.3K 0.01% 1064
2025
Q2 		$188K Buy
19,381
+141
+0.7% +$1.26K ﹤0.01% 1138
2025
Q1 		$170K Sell
19,240
-510
-3% -$5.09K ﹤0.01% 1043
2024
Q4 		$189K Sell
19,750
-1,217
-6% -$11.9K 0.01% 1034
2024
Q3 		$208K Buy
20,967
+18
+0.1% +$183 0.01% 1032
2024
Q2 		$212K Sell
20,949
-261
-1% -$2.5K 0.01% 1019
2024
Q1 		$210K Buy
21,210
+8,102
+62% +$78.1K 0.01% 1025
2023
Q4 		$129K Sell
13,108
-483
-4% -$4.25K ﹤0.01% 980
2023
Q3 		$128K Buy
13,591
+521
+4% +$5.16K 0.01% 940
2023
Q2 		$132K Buy
13,070
+1,705
+15% +$16.6K 0.01% 966
2023
Q1 		$115K Buy
+11,365
New +$124K ﹤0.01% 946

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

Mutual Advisors's AGNC Position: Q2 2026 in Review

Mutual Advisors reduced its AGNC Investment (AGNC) stake by 1.5% in Q2 2026, selling an estimated $4.9K and leaving 30,317 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1138.

Mutual Advisors first reported a position in AGNC in Q1 2023 and has held it in 14 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Mutual Advisors held 30,317 shares of AGNC Investment worth $330K as of Q2 2026.
  • Mutual Advisors sold 465 AGNC Investment shares in Q2 2026, an estimated $4.9K.
  • AGNC Investment made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1138 holding.
  • Mutual Advisors first reported a position in AGNC Investment in Q1 2023 and has held it in 14 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.