N.E.W. Advisory Services’s AGNC Investment AGNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.9K Buy
2,557
+29
+1% +$306 ﹤0.01% 470
2026
Q1
$25.4K Sell
2,528
-2,472
-49% -$27.3K ﹤0.01% 467
2025
Q4
$53.6K Buy
5,000
+2,500
+100% +$25.7K ﹤0.01% 349
2025
Q3
$24.5K Sell
2,500
-500
-17% -$4.85K ﹤0.01% 425
2025
Q2
$27.6K Buy
3,000
+100
+3% +$895 ﹤0.01% 401
2025
Q1
$27.8K Buy
+2,900
New +$29K ﹤0.01% 447

Other funds holding AGNC

N.E.W. Advisory Services's AGNC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its AGNC Investment (AGNC) stake by 1.1% in Q2 2026, buying an estimated $306 and bringing the position to 2,557 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

N.E.W. Advisory Services first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $53.6K in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • N.E.W. Advisory Services held 2,557 shares of AGNC Investment worth $27.9K as of Q2 2026.
  • N.E.W. Advisory Services bought 29 AGNC Investment shares in Q2 2026, an estimated $306.
  • AGNC Investment made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #470 holding.
  • N.E.W. Advisory Services first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's AGNC Investment position peaked at $53.6K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.