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Sage Capital Management’s AGNC Investment AGNC Stock Holding History

Sage Capital 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
2026
Q2 		$158K Hold
14,500
– – 0.06% 159
2026
Q1 		$145K Buy
14,500
+4,000
+38% +$44.2K 0.07% 154
2025
Q4 		$113K Hold
10,500
– – 0.05% 152
2025
Q3 		$103K Buy
+10,500
New +$102K 0.05% 153

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Sage Capital Management's AGNC Position: Q2 2026 in Review

Sage Capital Management held its AGNC Investment (AGNC) position steady in Q2 2026 at 14,500 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #159.

Sage Capital Management first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Sage Capital Management held 14,500 shares of AGNC Investment worth $158K as of Q2 2026.
  • Sage Capital Management left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.06% of Sage Capital Management's portfolio in Q2 2026, its #159 holding.
  • Sage Capital Management first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.