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

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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. 230 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.
230 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.