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Optivise Advisory Services’s AGNC Investment AGNC Stock Holding History

Optivise 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
Q1 		– Sell
-10,161
Closed -$109K – 185
2025
Q4 		$109K Buy
10,161
+20
+0.2% +$206 0.06% 197
2025
Q3 		$99.3K Buy
+10,141
New +$98.3K 0.06% 194
2024
Q4 		– Sell
-11,146
Closed -$117K – 176
2024
Q3 		$117K Buy
+11,146
New +$113K 0.06% 163

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optivise Advisory Services's AGNC Position: Q1 2026 in Review

Optivise Advisory Services sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 10,161 shares — an estimated $109K sold.

Optivise Advisory Services first reported a position in AGNC in Q3 2024 and held it in 3 quarters. The position peaked at $117K in Q3 2024. 674 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Optivise Advisory Services reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 10,161 AGNC Investment shares in Q1 2026, an estimated $109K.
  • Optivise Advisory Services first reported a position in AGNC Investment in Q3 2024 and held it in 3 quarters.
  • Optivise Advisory Services's AGNC Investment position peaked at $117K in Q3 2024.
  • 674 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.