Orion Portfolio Solutions’s AGNC Investment AGNC Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$142K	Buy	14,772 +3,812	+35%	+$38.1K	﹤0.01%	1833
2024 Q4	$101K	Sell	10,960 -1,437	-12%	-$14K	﹤0.01%	1791
2024 Q3	$130K	Buy	+12,397	New	+$126K	﹤0.01%	1740
2020 Q3	–	Sell	-2,529	Closed	-$33K	–	469
2020 Q2	$33K	Sell	2,529 -5,776	-70%	-$72.5K	﹤0.01%	802
2020 Q1	$88K	Buy	8,305 +3,525	+74%	+$58.8K	0.01%	469
2019 Q4	$85K	Buy	+4,780	New	+$81.3K	0.01%	446

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Orion Portfolio Solutions's AGNC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its AGNC Investment (AGNC) stake by 35% in Q1 2025, buying an estimated $38.1K and bringing the position to 14,772 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Orion Portfolio Solutions first reported a position in AGNC in Q4 2019 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

Orion Portfolio Solutions held 14,772 shares of AGNC Investment worth $142K as of Q1 2025.
Orion Portfolio Solutions bought 3,812 AGNC Investment shares in Q1 2025, an estimated $38.1K.
AGNC Investment made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1833 holding.
Orion Portfolio Solutions first reported a position in AGNC Investment in Q4 2019 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.