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ORG Wealth Partners’s AGNC Investment AGNC Stock Holding History

ORG Wealth Partners’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 		$34.1K Hold
3,127
– – 0.01% 382
2026
Q1 		$31.4K Hold
3,127
– – 0.01% 370
2025
Q4 		$33.5K Hold
3,127
– – 0.01% 348
2025
Q3 		$30.6K Sell
3,127
-135,000
-98% -$1.31M 0.01% 351
2025
Q2 		$1.27M Buy
138,127
+10,000
+8% +$89.5K 0.3% 47
2025
Q1 		$1.23M Buy
128,127
+120,549
+1,591% +$1.2M 0.38% 52
2024
Q4 		$69.8K Sell
7,578
-1,661,916
-100% -$16.2M 0.02% 225
2024
Q3 		$17.5M Buy
+1,669,494
New +$17M 5.8% 3

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ORG Wealth Partners's AGNC Position: Q2 2026 in Review

ORG Wealth Partners held its AGNC Investment (AGNC) position steady in Q2 2026 at 3,127 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #382.

ORG Wealth Partners first reported a position in AGNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.5M in Q3 2024. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • ORG Wealth Partners held 3,127 shares of AGNC Investment worth $34.1K as of Q2 2026.
  • ORG Wealth Partners left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #382 holding.
  • ORG Wealth Partners first reported a position in AGNC Investment in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's AGNC Investment position peaked at $17.5M in Q3 2024.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.