Parisi Gray Wealth Management’s AGNC Investment AGNC Stock Holding History

Parisi Gray Wealth Management’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	$550K	Buy	50,429 +14	+0%	+$148	0.11%	93
2026 Q1	$506K	Sell	50,415 -6,488	-11%	-$71.7K	0.12%	91
2025 Q4	$610K	Buy	56,903 +12	+0%	+$123	0.14%	78
2025 Q3	$557K	Buy	56,891 +647	+1%	+$6.27K	0.14%	79
2025 Q2	$517K	Buy	56,244 +302	+0.5%	+$2.7K	0.15%	82
2025 Q1	$536K	Buy	55,942 +265	+0.5%	+$2.65K	0.18%	77
2024 Q4	$513K	Buy	55,677 +9,677	+21%	+$94.4K	0.16%	77
2024 Q3	$481K	Hold	46,000	–	–	0.16%	78
2024 Q2	$439K	Sell	46,000 -2,000	-4%	-$19.1K	0.16%	76
2024 Q1	$475K	Buy	48,000 +8,000	+20%	+$77.2K	0.18%	74
2023 Q4	$392K	Buy	40,000 +10,000	+33%	+$87.9K	0.16%	77
2023 Q3	$283K	Hold	30,000	–	–	0.13%	86
2023 Q2	$302K	Buy	+30,000	New	+$292K	0.14%	81
2023 Q1	–	Sell	-30,000	Closed	-$311K	–	88
2022 Q4	$311K	Buy	+30,000	New	+$274K	0.15%	78
2022 Q3	–	Sell	-20,000	Closed	-$221K	–	83
2022 Q2	$221K	Hold	20,000	–	–	0.12%	94
2022 Q1	$262K	Hold	20,000	–	–	0.11%	102
2021 Q4	$301K	Hold	20,000	–	–	0.11%	102
2021 Q3	$318K	Hold	20,000	–	–	0.13%	103
2021 Q2	$338K	Hold	20,000	–	–	0.12%	104
2021 Q1	$335K	Hold	20,000	–	–	0.14%	99
2020 Q4	$312K	Buy	+20,000	New	+$296K	0.14%	101
2019 Q2	–	Sell	-188	Closed	-$3K	–	117
2019 Q1	$3K	Sell	188 -150	-44%	-$2.68K	﹤0.01%	482
2018 Q4	$6K	Hold	338	–	–	﹤0.01%	438
2018 Q3	$6K	Hold	338	–	–	﹤0.01%	457
2018 Q2	$6K	Hold	338	–	–	﹤0.01%	466
2018 Q1	$6K	Buy	338 +4	+1%	+$76	﹤0.01%	477
2017 Q4	$7K	Buy	+334	New	+$6.87K	0.01%	489

Other funds holding AGNC

VNIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Parisi Gray Wealth Management's AGNC Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its AGNC Investment (AGNC) stake by 0.03% in Q2 2026, buying an estimated $148 and bringing the position to 50,429 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #93.

Parisi Gray Wealth Management first reported a position in AGNC in Q4 2017 and has held it in 27 quarters since. The position peaked at $610K in Q4 2025. 97 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Parisi Gray Wealth Management held 50,429 shares of AGNC Investment worth $550K as of Q2 2026.
Parisi Gray Wealth Management bought 14 AGNC Investment shares in Q2 2026, an estimated $148.
AGNC Investment made up 0.11% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #93 holding.
Parisi Gray Wealth Management first reported a position in AGNC Investment in Q4 2017 and has held it in 27 quarters since.
Parisi Gray Wealth Management's AGNC Investment position peaked at $610K in Q4 2025.
97 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.