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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
Q2 		$1.58M Buy
144,788
+17,025
+13% +$179K ﹤0.01% 1350
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 $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

NewEdge Advisors's AGNC Position: Q2 2026 in Review

NewEdge Advisors increased its AGNC Investment (AGNC) stake by 13% in Q2 2026, buying an estimated $179K and bringing the position to 144,788 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

NewEdge Advisors first reported a position in AGNC in Q3 2020 and has held it in 22 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • NewEdge Advisors held 144,788 shares of AGNC Investment worth $1.58M as of Q2 2026.
  • NewEdge Advisors bought 17,025 AGNC Investment shares in Q2 2026, an estimated $179K.
  • AGNC Investment made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1350 holding.
  • NewEdge Advisors first reported a position in AGNC Investment in Q3 2020 and has held it in 22 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.