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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's AGNC Position: Q2 2025 in Review

Pacific Capital Wealth Advisors sold out of AGNC Investment (AGNC) in Q2 2025, closing a stake of 10,000 shares — an estimated $95.8K sold.

Pacific Capital Wealth Advisors first reported a position in AGNC in Q2 2023 and held it in 8 quarters. The position peaked at $105K in Q3 2024. 568 funds tracked by Wall St. Rank hold AGNC as of Q2 2025.

Pacific Capital Wealth Advisors reported no remaining AGNC Investment position as of Q2 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 10,000 AGNC Investment shares in Q2 2025, an estimated $95.8K.
Pacific Capital Wealth Advisors first reported a position in AGNC Investment in Q2 2023 and held it in 8 quarters.
Pacific Capital Wealth Advisors's AGNC Investment position peaked at $105K in Q3 2024.
568 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.