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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 $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Selective Wealth Management's AGNC Position: Q2 2025 in Review

Selective Wealth Management sold out of AGNC Investment (AGNC) in Q2 2025, closing a stake of 18,345 shares — an estimated $153K sold.

Selective Wealth Management first reported a position in AGNC in Q3 2021 and held it in 8 quarters. The position peaked at $325K in Q2 2022. 568 funds tracked by Wall St. Rank hold AGNC as of Q2 2025.

  • Selective Wealth Management reported no remaining AGNC Investment position as of Q2 2025 after selling out during the quarter.
  • Selective Wealth Management sold 18,345 AGNC Investment shares in Q2 2025, an estimated $153K.
  • Selective Wealth Management first reported a position in AGNC Investment in Q3 2021 and held it in 8 quarters.
  • Selective Wealth Management's AGNC Investment position peaked at $325K in Q2 2022.
  • 568 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2025.

Based on Selective Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.