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Sheaff Brock Investment Advisors’s AGNC Investment AGNC Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$270K Buy
28,175
+2,002
+8% +$20K 0.02% 347
2024
Q4 		$241K Sell
26,173
-71,681
-73% -$699K 0.02% 372
2024
Q3 		$1.02M Buy
97,854
+4,466
+5% +$45.4K 0.09% 171
2024
Q2 		$891K Sell
93,388
-7,709
-8% -$73.8K 0.08% 176
2024
Q1 		$1M Buy
101,097
+3,640
+4% +$35.1K 0.06% 186
2023
Q4 		$956K Buy
97,457
+57,959
+147% +$509K 0.07% 181
2023
Q3 		$373K Buy
39,498
+449
+1% +$4.44K 0.03% 290
2023
Q2 		$396K Buy
39,049
+3,309
+9% +$32.2K 0.03% 293
2023
Q1 		$360K Buy
35,740
+4,320
+14% +$47K 0.03% 319
2022
Q4 		$325K Buy
31,420
+584
+2% +$5.34K 0.03% 324
2022
Q3 		$260K Buy
30,836
+2,099
+7% +$24.6K 0.03% 363
2022
Q2 		$318K Sell
28,737
-3,163
-10% -$37.5K 0.03% 327
2022
Q1 		$418K Buy
31,900
+808
+3% +$11.3K 0.03% 307
2021
Q4 		$468K Buy
31,092
+450
+1% +$7.13K 0.03% 292
2021
Q3 		$483K Buy
30,642
+8,062
+36% +$131K 0.04% 270
2021
Q2 		$381K Buy
22,580
+1,109
+5% +$19.7K 0.03% 318
2021
Q1 		$360K Sell
21,471
-4,345
-17% -$70.2K 0.03% 313
2020
Q4 		$403K Buy
25,816
+90
+0.3% +$1.33K 0.03% 274
2020
Q3 		$358K Hold
25,726
– – 0.03% 268
2020
Q2 		$332K Hold
25,726
– – 0.03% 282
2020
Q1 		$272K Buy
25,726
+1,077
+4% +$18K 0.04% 285
2019
Q4 		$436K Sell
24,649
-5,500
-18% -$93.6K 0.04% 267
2019
Q3 		$485K Sell
30,149
-1,600
-5% -$26.3K 0.05% 245
2019
Q2 		$534K Hold
31,749
– – 0.06% 231
2019
Q1 		$571K Sell
31,749
-1,314
-4% -$23.5K 0.07% 230
2018
Q4 		$580K Buy
33,063
+1,029
+3% +$18.3K 0.09% 204
2018
Q3 		$597K Sell
32,034
-5,637
-15% -$107K 0.06% 236
2018
Q2 		$700K Buy
37,671
+348
+0.9% +$6.57K 0.07% 203
2018
Q1 		$706K Buy
37,323
+5,172
+16% +$98.1K 0.07% 197
2017
Q4 		$649K Sell
32,151
-3,400
-10% -$69.9K 0.08% 216
2017
Q3 		$771K Buy
35,551
+132
+0.4% +$2.82K 0.1% 196
2017
Q2 		$754K Sell
35,419
-13,089
-27% -$272K 0.1% 211
2017
Q1 		$965K Buy
48,508
+4,287
+10% +$82.6K 0.13% 151
2016
Q4 		$802K Buy
+44,221
New +$838K 0.1% 207
2016
Q3 		– Sell
-42,866
Closed -$850K – 559
2016
Q2 		$850K Buy
42,866
+13,518
+46% +$255K 0.11% 193
2016
Q1 		$547K Sell
29,348
-4,879
-14% -$86.6K 0.07% 273
2015
Q4 		$593K Buy
+34,227
New +$622K 0.07% 283

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sheaff Brock Investment Advisors's AGNC Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its AGNC Investment (AGNC) stake by 7.6% in Q1 2025, buying an estimated $20K and bringing the position to 28,175 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #347.

Sheaff Brock Investment Advisors first reported a position in AGNC in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.02M in Q3 2024. 564 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

  • Sheaff Brock Investment Advisors held 28,175 shares of AGNC Investment worth $270K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 2,002 AGNC Investment shares in Q1 2025, an estimated $20K.
  • AGNC Investment made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #347 holding.
  • Sheaff Brock Investment Advisors first reported a position in AGNC Investment in Q4 2015 and has held it in 37 quarters since.
  • Sheaff Brock Investment Advisors's AGNC Investment position peaked at $1.02M in Q3 2024.
  • 564 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.