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Pure Financial Advisors’s AGNC Investment AGNC Stock Holding History

Pure Financial 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
Q3 		– Sell
-59,347
Closed -$545K – 496
2025
Q2 		$545K Buy
+59,347
New +$531K 0.01% 280

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Pure Financial Advisors's AGNC Position: Q3 2025 in Review

Pure Financial Advisors sold out of AGNC Investment (AGNC) in Q3 2025, closing a stake of 59,347 shares — an estimated $545K sold.

Pure Financial Advisors first reported a position in AGNC in Q2 2025 and held it in 1 quarter. The position peaked at $545K in Q2 2025. 603 funds tracked by Wall St. Rank hold AGNC as of Q3 2025.

  • Pure Financial Advisors reported no remaining AGNC Investment position as of Q3 2025 after selling out during the quarter.
  • Pure Financial Advisors sold 59,347 AGNC Investment shares in Q3 2025, an estimated $545K.
  • Pure Financial Advisors first reported a position in AGNC Investment in Q2 2025 and held it in 1 quarter.
  • Pure Financial Advisors's AGNC Investment position peaked at $545K in Q2 2025.
  • 603 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2025.

Based on Pure Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.