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 Q3	$126K	Buy	13,849 +374	+3%	+$3.97K	0.01%	409
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

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

NWF Advisory Services's AGNC Position: Q3 2026 in Review

NWF Advisory Services increased its AGNC Investment (AGNC) stake by 2.8% in Q3 2026, buying an estimated $3.97K and bringing the position to 13,849 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #409.

NWF Advisory Services first reported a position in AGNC in Q3 2023 and has held it in 4 quarters since. The position peaked at $233K in Q3 2023. 164 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

NWF Advisory Services held 13,849 shares of AGNC Investment worth $126K as of Q3 2026.
NWF Advisory Services bought 374 AGNC Investment shares in Q3 2026, an estimated $3.97K.
AGNC Investment made up 0.01% of NWF Advisory Services's portfolio in Q3 2026, its #409 holding.
NWF Advisory Services first reported a position in AGNC Investment in Q3 2023 and has held it in 4 quarters since.
NWF Advisory Services's AGNC Investment position peaked at $233K in Q3 2023.
164 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.