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Regal Investment Advisors’s AGNC Investment AGNC Stock Holding History

Regal Investment 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 		$983K Buy
90,191
+11,761
+15% +$124K 0.05% 323
2026
Q1 		$787K Sell
78,430
-8,060
-9% -$89.1K 0.05% 340
2025
Q4 		$927K Buy
+86,490
New +$889K 0.06% 294
2019
Q1 		– Hold
0
– – – 352
2015
Q4 		– Sell
-478
Closed -$8K – 279
2015
Q3 		$8K Buy
478
+15
+3% +$288 ﹤0.01% 729
2015
Q2 		$8K Buy
+463
New +$9.54K ﹤0.01% 682

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

Regal Investment Advisors's AGNC Position: Q2 2026 in Review

Regal Investment Advisors increased its AGNC Investment (AGNC) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 90,191 shares worth $983K. The position accounts for 0.05% of the portfolio, ranked #323.

Regal Investment Advisors first reported a position in AGNC in Q2 2015 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Regal Investment Advisors held 90,191 shares of AGNC Investment worth $983K as of Q2 2026.
  • Regal Investment Advisors bought 11,761 AGNC Investment shares in Q2 2026, an estimated $124K.
  • AGNC Investment made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • Regal Investment Advisors first reported a position in AGNC Investment in Q2 2015 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.