NA
AGNC icon

NewEdge Advisors’s AGNC Investment AGNC Stock Holding History

NewEdge 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
Q1 		$1.28M Buy
127,763
+72,831
+133% +$805K ﹤0.01% 1360
2025
Q4 		$589K Buy
54,932
+4,117
+8% +$42.3K ﹤0.01% 1854
2025
Q3 		$497K Buy
50,815
+23,755
+88% +$230K ﹤0.01% 1816
2025
Q2 		$249K Buy
27,060
+2,119
+8% +$19K ﹤0.01% 2114
2025
Q1 		$239K Buy
24,941
+6,923
+38% +$69.1K ﹤0.01% 2016
2024
Q4 		$166K Buy
18,018
+10,045
+126% +$98K ﹤0.01% 2138
2024
Q3 		$83.4K Sell
7,973
-9,993
-56% -$102K ﹤0.01% 2253
2024
Q2 		$171K Sell
17,966
-47
-0.3% -$450 ﹤0.01% 1965
2024
Q1 		$178K Buy
18,013
+114
+0.6% +$1.1K ﹤0.01% 1879
2023
Q4 		$175K Sell
17,899
-11,279
-39% -$99.1K ﹤0.01% 1758
2023
Q3 		$275K Buy
29,178
+1,896
+7% +$18.8K ﹤0.01% 1473
2023
Q2 		$276K Buy
27,282
+3,705
+16% +$36K ﹤0.01% 1487
2023
Q1 		$238K Buy
23,577
+19,327
+455% +$210K ﹤0.01% 1471
2022
Q4 		$18.7K Buy
+4,250
New +$38.8K ﹤0.01% 2147
2022
Q2 		– Sell
-30,375
Closed -$398K – 1558
2022
Q1 		$398K Sell
30,375
-3,410
-10% -$47.7K 0.01% 900
2021
Q4 		$508K Sell
33,785
-21,325
-39% -$338K 0.01% 1067
2021
Q3 		$869K Buy
55,110
+7,932
+17% +$128K 0.02% 568
2021
Q2 		$797K Buy
47,178
+12,193
+35% +$217K 0.02% 572
2021
Q1 		$586K Sell
34,985
-3,014
-8% -$48.7K 0.02% 619
2020
Q4 		$593K Buy
37,999
+14
+0% +$207 0.02% 569
2020
Q3 		$528K Buy
+37,985
New +$523K 0.02% 559

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewEdge Advisors's AGNC Position: Q1 2026 in Review

NewEdge Advisors increased its AGNC Investment (AGNC) stake by 133% in Q1 2026, buying an estimated $805K and bringing the position to 127,763 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

NewEdge Advisors first reported a position in AGNC in Q3 2020 and has held it in 21 quarters since. 673 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • NewEdge Advisors held 127,763 shares of AGNC Investment worth $1.28M as of Q1 2026.
  • NewEdge Advisors bought 72,831 AGNC Investment shares in Q1 2026, an estimated $805K.
  • AGNC Investment made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1360 holding.
  • NewEdge Advisors first reported a position in AGNC Investment in Q3 2020 and has held it in 21 quarters since.
  • 673 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.