OneDigital Investment Advisors’s AGNC Investment AGNC Stock Holding History

OneDigital Investment Advisors’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	$244K	Buy	22,347 +408	+2%	+$4.3K	﹤0.01%	1410
2026 Q1	$220K	Sell	21,939 -16,428	-43%	-$182K	﹤0.01%	1358
2025 Q4	$411K	Buy	38,367 +10,155	+36%	+$104K	﹤0.01%	1045
2025 Q3	$276K	Buy	28,212 +5,179	+22%	+$50.2K	﹤0.01%	1225
2025 Q2	$212K	Buy	23,033 +1,980	+9%	+$17.7K	﹤0.01%	1365
2025 Q1	$202K	Sell	21,053 -284	-1%	-$2.84K	﹤0.01%	1330
2024 Q4	$197K	Buy	21,337 +4,147	+24%	+$40.5K	﹤0.01%	1344
2024 Q3	$180K	Buy	+17,190	New	+$175K	﹤0.01%	1374

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OneDigital Investment Advisors's AGNC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its AGNC Investment (AGNC) stake by 1.9% in Q2 2026, buying an estimated $4.3K and bringing the position to 22,347 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

OneDigital Investment Advisors first reported a position in AGNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $411K in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

OneDigital Investment Advisors held 22,347 shares of AGNC Investment worth $244K as of Q2 2026.
OneDigital Investment Advisors bought 408 AGNC Investment shares in Q2 2026, an estimated $4.3K.
AGNC Investment made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1410 holding.
OneDigital Investment Advisors first reported a position in AGNC Investment in Q3 2024 and has held it in 8 quarters since.
OneDigital Investment Advisors's AGNC Investment position peaked at $411K in Q4 2025.
700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.