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Savvy Advisors Inc’s AGNC Investment AGNC Stock Holding History

Savvy Advisors Inc’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 		$2.75M Buy
252,428
+161,179
+177% +$1.7M 0.06% 264
2026
Q1 		$915K Buy
91,249
+10,057
+12% +$111K 0.02% 459
2025
Q4 		$870K Buy
81,192
+300
+0.4% +$3.08K 0.03% 396
2025
Q3 		$792K Buy
80,892
+5,862
+8% +$56.8K 0.04% 316
2025
Q2 		$690K Buy
75,030
+3,318
+5% +$29.7K 0.05% 287
2025
Q1 		$687K Sell
71,712
-2,749
-4% -$27.5K 0.07% 227
2024
Q4 		$686K Buy
74,461
+3,151
+4% +$30.7K 0.08% 200
2024
Q3 		$746K Buy
71,310
+12,275
+21% +$125K 0.15% 138
2024
Q2 		$563K Buy
+59,035
New +$565K 0.18% 127

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

Savvy Advisors Inc's AGNC Position: Q2 2026 in Review

Savvy Advisors Inc increased its AGNC Investment (AGNC) stake by 177% in Q2 2026, buying an estimated $1.7M and bringing the position to 252,428 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #264.

Savvy Advisors Inc first reported a position in AGNC in Q2 2024 and has held it in 9 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Savvy Advisors Inc held 252,428 shares of AGNC Investment worth $2.75M as of Q2 2026.
  • Savvy Advisors Inc bought 161,179 AGNC Investment shares in Q2 2026, an estimated $1.7M.
  • AGNC Investment made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #264 holding.
  • Savvy Advisors Inc first reported a position in AGNC Investment in Q2 2024 and has held it in 9 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.