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Selective Wealth Management’s AGNC Investment AGNC Stock Holding History

Selective Wealth 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
2025
Q2 		– Sell
-18,345
Closed -$153K – 104
2025
Q1 		$153K Buy
+18,345
New +$183K 0.07% 98
2023
Q3 		– Sell
-14,175
Closed -$141K – 89
2023
Q2 		$141K Buy
+14,175
New +$138K 0.07% 117
2022
Q4 		$189K Sell
16,356
-6,700
-29% -$61.2K 0.1% 122
2022
Q3 		$194K Sell
23,056
-6,341
-22% -$74.5K 0.08% 132
2022
Q2 		$325K Buy
29,397
+10,774
+58% +$128K 0.12% 101
2022
Q1 		$244K Buy
18,623
+15,823
+565% +$221K 0.09% 114
2021
Q4 		$42K Hold
2,800
– – 0.02% 299
2021
Q3 		$44K Buy
+2,800
New +$45.4K 0.02% 266

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return