SFA
AGNC icon

Sequoia Financial Advisors’s AGNC Investment AGNC Stock Holding History

Sequoia Financial 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 		$114K Sell
10,433
-12,867
-55% -$136K ﹤0.01% 2062
2026
Q1 		$234K Buy
23,300
+3,877
+20% +$42.9K ﹤0.01% 1707
2025
Q4 		$208K Buy
19,423
+4,390
+29% +$45.1K ﹤0.01% 1792
2025
Q3 		$147K Buy
+15,033
New +$146K ﹤0.01% 1660

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Sequoia Financial Advisors's AGNC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its AGNC Investment (AGNC) stake by 55% in Q2 2026, selling an estimated $136K and leaving 10,433 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Sequoia Financial Advisors first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $234K in Q1 2026. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Sequoia Financial Advisors held 10,433 shares of AGNC Investment worth $114K as of Q2 2026.
  • Sequoia Financial Advisors sold 12,867 AGNC Investment shares in Q2 2026, an estimated $136K.
  • AGNC Investment made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2062 holding.
  • Sequoia Financial Advisors first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's AGNC Investment position peaked at $234K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.