Prevail Innovative Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Prevail Innovative 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
2026 Q2	$3.63M	Buy	+333,084	New	+$3.51M	0.54%	69
2026 Q1	–	Sell	-11,877	Closed	-$127K	–	180
2025 Q4	$127K	Sell	11,877 -280,393	-96%	-$2.88M	0.02%	184
2025 Q3	$2.86M	Sell	292,270 -19,640	-6%	-$190K	0.56%	65
2025 Q2	$2.87M	Buy	311,910 +34,807	+13%	+$311K	0.64%	49
2025 Q1	$2.65M	Buy	277,103 +83,176	+43%	+$831K	0.71%	44
2024 Q4	$1.79M	Buy	+193,927	New	+$1.89M	0.52%	64
2024 Q2	–	Sell	-279,347	Closed	-$2.77M	–	148
2024 Q1	$2.77M	Buy	279,347 +18,007	+7%	+$174K	1.03%	24
2023 Q4	$2.56M	Buy	261,340 +168,858	+183%	+$1.48M	1.22%	25
2023 Q3	$873K	Buy	+92,482	New	+$915K	0.45%	67

Other funds holding AGNC

VNIM

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QCM

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AGNC Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in AGNC Investment (AGNC) in Q2 2026: 333,084 shares worth $3.63M. The stake represents 0.54% of the portfolio and ranks #69 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in AGNC as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in AGNC in Q3 2023 and has held it in 9 quarters since. 276 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Prevail Innovative Wealth Advisors held 333,084 shares of AGNC Investment worth $3.63M as of Q2 2026.
AGNC Investment was a new Prevail Innovative Wealth Advisors position in Q2 2026.
AGNC Investment made up 0.54% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Prevail Innovative Wealth Advisors first reported a position in AGNC Investment in Q3 2023 and has held it in 9 quarters since.
276 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.