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Quaker Wealth Management’s AGNC Investment AGNC Stock Holding History

Quaker Wealth Management’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
Q2 		– Sell
-9
Closed -$87 – 892
2025
Q1 		$87 Buy
+9
New +$90 ﹤0.01% 891

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DFG
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Wealth Enhancement Advisory Services
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Commonwealth Equity Services
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Quaker Wealth Management's AGNC Position: Q2 2026 in Review

Quaker Wealth Management reduced its AGNC Investment (AGNC) stake by 64% in Q2 2026, selling an estimated $148 and leaving 8 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Quaker Wealth Management first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $221 in Q1 2026. 265 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Quaker Wealth Management held 8 shares of AGNC Investment worth $88 as of Q2 2026.
  • Quaker Wealth Management sold 14 AGNC Investment shares in Q2 2026, an estimated $148.
  • AGNC Investment made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #936 holding.
  • Quaker Wealth Management first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • Quaker Wealth Management's AGNC Investment position peaked at $221 in Q1 2026.
  • 265 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.