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 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewEdge Wealth's AGNC Position: Q1 2026 in Review

NewEdge Wealth reduced its AGNC Investment (AGNC) stake by 58% in Q1 2026, selling an estimated $927K and leaving 61,554 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #753.

NewEdge Wealth first reported a position in AGNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.56M in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

NewEdge Wealth held 61,554 shares of AGNC Investment worth $617K as of Q1 2026.
NewEdge Wealth sold 83,845 AGNC Investment shares in Q1 2026, an estimated $927K.
AGNC Investment made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #753 holding.
NewEdge Wealth first reported a position in AGNC Investment in Q3 2025 and has held it in 3 quarters since.
NewEdge Wealth's AGNC Investment position peaked at $1.56M in Q4 2025.
672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

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