NWAM LLC’s AGNC Investment AGNC Stock Holding History

NWAM LLC’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 Q3	$286K	Buy	31,495 +837	+3%	+$8.89K	0.01%	586
2026 Q2	$334K	Buy	30,658 +3,152	+11%	+$33.2K	0.02%	531
2026 Q1	$276K	Sell	27,506 -55	-0.2%	-$608	0.02%	524
2025 Q4	$325K	Sell	27,561 -242	-0.9%	-$2.49K	0.02%	486
2025 Q3	$281K	Buy	27,803 +1,177	+4%	+$11.4K	0.02%	540
2025 Q2	$251K	Buy	26,626 +7,214	+37%	+$64.6K	0.01%	546
2025 Q1	$186K	Buy	19,412 +749	+4%	+$7.48K	0.02%	487
2024 Q4	$172K	Buy	18,663 +5,629	+43%	+$54.9K	0.01%	575
2024 Q3	$136K	Buy	+13,034	New	+$132K	0.01%	603

Other funds holding AGNC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

NWAM LLC's AGNC Position: Q3 2026 in Review

NWAM LLC increased its AGNC Investment (AGNC) stake by 2.7% in Q3 2026, buying an estimated $8.89K and bringing the position to 31,495 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #586.

NWAM LLC first reported a position in AGNC in Q3 2024 and has held it in 9 quarters since. The position peaked at $334K in Q2 2026. 583 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

NWAM LLC held 31,495 shares of AGNC Investment worth $286K as of Q3 2026.
NWAM LLC bought 837 AGNC Investment shares in Q3 2026, an estimated $8.89K.
AGNC Investment made up 0.01% of NWAM LLC's portfolio in Q3 2026, its #586 holding.
NWAM LLC first reported a position in AGNC Investment in Q3 2024 and has held it in 9 quarters since.
NWAM LLC's AGNC Investment position peaked at $334K in Q2 2026.
583 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.