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Pacific Capital Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Pacific Capital Wealth 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
2025
Q2 		– Sell
-10,000
Closed -$95.8K – 74
2025
Q1 		$95.8K Hold
10,000
– – 0.02% 81
2024
Q4 		$92.1K Hold
10,000
– – 0.02% 114
2024
Q3 		$105K Hold
10,000
– – 0.02% 109
2024
Q2 		$95.4K Hold
10,000
– – 0.02% 111
2024
Q1 		$99K Hold
10,000
– – 0.02% 97
2023
Q4 		$98.1K Hold
10,000
– – 0.02% 98
2023
Q3 		$94.4K Hold
10,000
– – 0.03% 66
2023
Q2 		$101K Buy
+10,000
New +$97.2K 0.03% 66

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return