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Retirement Wealth Solutions’s AGNC Investment AGNC Stock Holding History

Retirement Wealth 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
2026
Q2 		$7.27K Buy
667
+275
+70% +$2.9K ﹤0.01% 277
2026
Q1 		$3.93K Buy
392
+167
+74% +$1.85K ﹤0.01% 367
2025
Q4 		$2.41K Buy
225
+94
+72% +$966 ﹤0.01% 423
2025
Q3 		$1.28K Buy
+131
New +$1.27K ﹤0.01% 515

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

Retirement Wealth Solutions's AGNC Position: Q2 2026 in Review

Retirement Wealth Solutions increased its AGNC Investment (AGNC) stake by 70% in Q2 2026, buying an estimated $2.9K and bringing the position to 667 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Retirement Wealth Solutions first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Retirement Wealth Solutions held 667 shares of AGNC Investment worth $7.27K as of Q2 2026.
  • Retirement Wealth Solutions bought 275 AGNC Investment shares in Q2 2026, an estimated $2.9K.
  • AGNC Investment made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #277 holding.
  • Retirement Wealth Solutions first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.