PUREfi Wealth
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PUREfi Wealth’s AGNC Investment AGNC Stock Holding History

PUREfi Wealth’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
Q3 		$353K Buy
+38,905
New +$413K 0.16% 153

Other funds holding AGNC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PUREfi Wealth's AGNC Position: Q3 2026 in Review

PUREfi Wealth opened a new position in AGNC Investment (AGNC) in Q3 2026: 38,905 shares worth $353K. The stake represents 0.16% of the portfolio and ranks #153 among its holdings.

502 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • PUREfi Wealth held 38,905 shares of AGNC Investment worth $353K as of Q3 2026.
  • AGNC Investment was a new PUREfi Wealth position in Q3 2026.
  • AGNC Investment made up 0.16% of PUREfi Wealth's portfolio in Q3 2026, its #153 holding.
  • 502 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.