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Principia Wealth Advisory’s AGNC Investment AGNC Stock Holding History

Principia Wealth Advisory’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 		$8.03K Buy
737
+621
+535% +$6.54K ﹤0.01% 281
2026
Q1 		$1.16K Buy
116
+56
+93% +$619 ﹤0.01% 667
2025
Q4 		$643 Buy
60
+47
+362% +$483 ﹤0.01% 777
2025
Q3 		$127 Sell
13
-2
-13% -$19 ﹤0.01% 915
2025
Q2 		$138 Sell
15
-13
-46% -$116 ﹤0.01% 905
2025
Q1 		$249 Buy
+28
New +$280 ﹤0.01% 746

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

Principia Wealth Advisory's AGNC Position: Q2 2026 in Review

Principia Wealth Advisory increased its AGNC Investment (AGNC) stake by 535% in Q2 2026, buying an estimated $6.54K and bringing the position to 737 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Principia Wealth Advisory first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Principia Wealth Advisory held 737 shares of AGNC Investment worth $8.03K as of Q2 2026.
  • Principia Wealth Advisory bought 621 AGNC Investment shares in Q2 2026, an estimated $6.54K.
  • AGNC Investment made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #281 holding.
  • Principia Wealth Advisory first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.