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Pension & Wealth Management Advisors’s AGNC Investment AGNC Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$273 Hold
25
– – ﹤0.01% 529
2026
Q1 		$251 Hold
25
– – ﹤0.01% 499
2025
Q4 		$268 Sell
25
-1,656
-99% -$17K ﹤0.01% 514
2025
Q3 		$16.5K Buy
1,681
+1,527
+992% +$14.8K 0.01% 369
2025
Q2 		$1.42K Buy
+154
New +$1.38K ﹤0.01% 447

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

Pension & Wealth Management Advisors's AGNC Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its AGNC Investment (AGNC) position steady in Q2 2026 at 25 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Pension & Wealth Management Advisors first reported a position in AGNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q3 2025. 667 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Pension & Wealth Management Advisors held 25 shares of AGNC Investment worth $273 as of Q2 2026.
  • Pension & Wealth Management Advisors left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #529 holding.
  • Pension & Wealth Management Advisors first reported a position in AGNC Investment in Q2 2025 and has held it in 5 quarters since.
  • Pension & Wealth Management Advisors's AGNC Investment position peaked at $16.5K in Q3 2025.
  • 667 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.