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Sage Mountain Advisors’s AGNC Investment AGNC Stock Holding History

Sage Mountain 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
Q1 		$950K Sell
94,702
-474
-0.5% -$5.24K 0.07% 98
2025
Q4 		$1.02M Sell
95,176
-67,798
-42% -$697K 0.05% 158
2025
Q3 		$1.6M Buy
+162,974
New +$1.58M 0.09% 116

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sage Mountain Advisors's AGNC Position: Q1 2026 in Review

Sage Mountain Advisors reduced its AGNC Investment (AGNC) stake by 0.5% in Q1 2026, selling an estimated $5.24K and leaving 94,702 shares worth $950K. The position accounts for 0.07% of the portfolio, ranked #98.

Sage Mountain Advisors first reported a position in AGNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.6M in Q3 2025. 674 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Sage Mountain Advisors held 94,702 shares of AGNC Investment worth $950K as of Q1 2026.
  • Sage Mountain Advisors sold 474 AGNC Investment shares in Q1 2026, an estimated $5.24K.
  • AGNC Investment made up 0.07% of Sage Mountain Advisors's portfolio in Q1 2026, its #98 holding.
  • Sage Mountain Advisors first reported a position in AGNC Investment in Q3 2025 and has held it in 3 quarters since.
  • Sage Mountain Advisors's AGNC Investment position peaked at $1.6M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.