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One Charles Private Wealth Services’s AGNC Investment AGNC Stock Holding History

One Charles Private Wealth 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 		$175K Sell
16,089
-113
-0.7% -$1.19K 0.04% 172
2026
Q1 		$163K Buy
16,202
+200
+1% +$2.21K 0.04% 155
2025
Q4 		$172K Buy
16,002
+113
+0.7% +$1.16K 0.04% 165
2025
Q3 		$156K Sell
15,889
-2,852
-15% -$27.6K 0.04% 163
2025
Q2 		$172K Buy
+18,741
New +$168K 0.05% 159

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

One Charles Private Wealth Services's AGNC Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its AGNC Investment (AGNC) stake by 0.7% in Q2 2026, selling an estimated $1.19K and leaving 16,089 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #172.

One Charles Private Wealth Services first reported a position in AGNC in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • One Charles Private Wealth Services held 16,089 shares of AGNC Investment worth $175K as of Q2 2026.
  • One Charles Private Wealth Services sold 113 AGNC Investment shares in Q2 2026, an estimated $1.19K.
  • AGNC Investment made up 0.04% of One Charles Private Wealth Services's portfolio in Q2 2026, its #172 holding.
  • One Charles Private Wealth Services first reported a position in AGNC Investment in Q2 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.