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NewEdge Wealth’s AGNC Investment AGNC Stock Holding History

NewEdge Wealth’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 		$715K Buy
65,584
+4,030
+7% +$42.5K 0.01% 754
2026
Q1 		$617K Sell
61,554
-83,845
-58% -$927K 0.01% 753
2025
Q4 		$1.56M Sell
145,399
-301
-0.2% -$3.09K 0.02% 519
2025
Q3 		$1.49M Buy
+145,700
New +$1.41M 0.02% 463

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 $3.38T AUM 44.17% 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 Wealth's AGNC Position: Q2 2026 in Review

NewEdge Wealth increased its AGNC Investment (AGNC) stake by 6.5% in Q2 2026, buying an estimated $42.5K and bringing the position to 65,584 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #754.

NewEdge Wealth first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q4 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • NewEdge Wealth held 65,584 shares of AGNC Investment worth $715K as of Q2 2026.
  • NewEdge Wealth bought 4,030 AGNC Investment shares in Q2 2026, an estimated $42.5K.
  • AGNC Investment made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #754 holding.
  • NewEdge Wealth first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's AGNC Investment position peaked at $1.56M in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.