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Optimum Investment Advisors’s AGNC Investment AGNC Stock Holding History

Optimum 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
2020
Q3 		– Sell
-7,000
Closed -$1K – 869
2020
Q2 		$1K Buy
+7,000
New +$87.8K ﹤0.01% 834

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Optimum Investment Advisors's AGNC Position: Q3 2025 in Review

Optimum Investment Advisors held its AGNC Investment (AGNC) position steady in Q3 2025 at 1,000 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Optimum Investment Advisors first reported a position in AGNC in Q1 2015 and has held it in 7 quarters since. The position peaked at $24K in Q1 2019. 599 funds tracked by Wall St. Rank hold AGNC as of Q3 2025.

  • Optimum Investment Advisors held 1,000 shares of AGNC Investment worth $9.79K as of Q3 2025.
  • Optimum Investment Advisors left its AGNC Investment share count unchanged in Q3 2025.
  • AGNC Investment made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #508 holding.
  • Optimum Investment Advisors first reported a position in AGNC Investment in Q1 2015 and has held it in 7 quarters since.
  • Optimum Investment Advisors's AGNC Investment position peaked at $24K in Q1 2019.
  • 599 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.