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NWF Advisory Services’s AGNC Investment AGNC Stock Holding History

NWF Advisory Services’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 		$147K Buy
13,475
+1,026
+8% +$10.8K 0.01% 421
2026
Q1 		$125K Buy
+12,449
New +$138K 0.01% 381
2023
Q4 		– Sell
-24,640
Closed -$233K – 304
2023
Q3 		$233K Buy
+24,640
New +$244K 0.05% 217

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

NWF Advisory Services's AGNC Position: Q2 2026 in Review

NWF Advisory Services increased its AGNC Investment (AGNC) stake by 8.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 13,475 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #421.

NWF Advisory Services first reported a position in AGNC in Q3 2023 and has held it in 3 quarters since. The position peaked at $233K in Q3 2023. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • NWF Advisory Services held 13,475 shares of AGNC Investment worth $147K as of Q2 2026.
  • NWF Advisory Services bought 1,026 AGNC Investment shares in Q2 2026, an estimated $10.8K.
  • AGNC Investment made up 0.01% of NWF Advisory Services's portfolio in Q2 2026, its #421 holding.
  • NWF Advisory Services first reported a position in AGNC Investment in Q3 2023 and has held it in 3 quarters since.
  • NWF Advisory Services's AGNC Investment position peaked at $233K in Q3 2023.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.