NWWA
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New Wave Wealth Advisors’s AGNC Investment AGNC Stock Holding History

New Wave 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 		$370K Buy
33,556
+10,197
+44% +$107K 0.1% 163
2026
Q1 		$237K Buy
23,359
+2,071
+10% +$22.9K 0.08% 171
2025
Q4 		$231K Buy
21,288
+1,351
+7% +$13.9K 0.08% 168
2025
Q3 		$197K Buy
19,937
+3,727
+23% +$36.1K 0.08% 165
2025
Q2 		$149K Buy
16,210
+497
+3% +$4.45K 0.06% 141
2025
Q1 		$151K Sell
15,713
-921
-6% -$9.2K 0.07% 132
2024
Q4 		$153K Sell
16,634
-673
-4% -$6.57K 0.06% 159
2024
Q3 		$181K Sell
17,307
-15
-0.1% -$152 0.08% 147
2024
Q2 		$165K Buy
+17,322
New +$166K 0.09% 134

Other funds holding AGNC

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New Wave Wealth Advisors's AGNC Position: Q2 2026 in Review

New Wave Wealth Advisors increased its AGNC Investment (AGNC) stake by 44% in Q2 2026, buying an estimated $107K and bringing the position to 33,556 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #163.

New Wave Wealth Advisors first reported a position in AGNC in Q2 2024 and has held it in 9 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • New Wave Wealth Advisors held 33,556 shares of AGNC Investment worth $370K as of Q2 2026.
  • New Wave Wealth Advisors bought 10,197 AGNC Investment shares in Q2 2026, an estimated $107K.
  • AGNC Investment made up 0.1% of New Wave Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • New Wave Wealth Advisors first reported a position in AGNC Investment in Q2 2024 and has held it in 9 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

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