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Retirement Income Solutions’s AGNC Investment AGNC Stock Holding History

Retirement Income Solutions’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
-13,380
Closed -$128K – 159
2025
Q1 		$128K Hold
13,380
– – 0.03% 143
2024
Q4 		$123K Buy
13,380
+2,873
+27% +$28K 0.02% 143
2024
Q3 		$110K Buy
+10,507
New +$107K 0.03% 143

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Retirement Income Solutions's AGNC Position: Q2 2025 in Review

Retirement Income Solutions sold out of AGNC Investment (AGNC) in Q2 2025, closing a stake of 13,380 shares — an estimated $128K sold.

Retirement Income Solutions first reported a position in AGNC in Q3 2024 and held it in 3 quarters. The position peaked at $128K in Q1 2025. 566 funds tracked by Wall St. Rank hold AGNC as of Q2 2025.

  • Retirement Income Solutions reported no remaining AGNC Investment position as of Q2 2025 after selling out during the quarter.
  • Retirement Income Solutions sold 13,380 AGNC Investment shares in Q2 2025, an estimated $128K.
  • Retirement Income Solutions first reported a position in AGNC Investment in Q3 2024 and held it in 3 quarters.
  • Retirement Income Solutions's AGNC Investment position peaked at $128K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2025.

Based on Retirement Income Solutions's 13F filing for Q2 2025, filed 15 Jul 2025.