SMA
AGNC icon

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
Q2 		$1.03M Hold
94,702
– – 0.06% 96
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 $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

Sage Mountain Advisors's AGNC Position: Q2 2026 in Review

Sage Mountain Advisors held its AGNC Investment (AGNC) position steady in Q2 2026 at 94,702 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #96.

Sage Mountain Advisors first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q3 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Sage Mountain Advisors held 94,702 shares of AGNC Investment worth $1.03M as of Q2 2026.
  • Sage Mountain Advisors left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.06% of Sage Mountain Advisors's portfolio in Q2 2026, its #96 holding.
  • Sage Mountain Advisors first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • Sage Mountain Advisors's AGNC Investment position peaked at $1.6M in Q3 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.