SWP
AGNC icon

Significant Wealth Partners’s AGNC Investment AGNC Stock Holding History

Significant Wealth Partners’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 		$521K Sell
47,774
-155
-0.3% -$1.63K 0.56% 53
2026
Q1 		$481K Buy
47,929
+192
+0.4% +$2.12K 0.59% 47
2025
Q4 		$512K Buy
+47,737
New +$491K 0.57% 21
2024
Q2 		– Sell
-228,286
Closed -$2.26M – 75
2024
Q1 		$2.26M Buy
228,286
+202,308
+779% +$1.95M 1.48% 24
2023
Q4 		$255K Buy
+25,978
New +$228K 0.19% 125

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

Significant Wealth Partners's AGNC Position: Q2 2026 in Review

Significant Wealth Partners reduced its AGNC Investment (AGNC) stake by 0.32% in Q2 2026, selling an estimated $1.63K and leaving 47,774 shares worth $521K. The position accounts for 0.56% of the portfolio, ranked #53.

Significant Wealth Partners first reported a position in AGNC in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.26M in Q1 2024. 702 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Significant Wealth Partners held 47,774 shares of AGNC Investment worth $521K as of Q2 2026.
  • Significant Wealth Partners sold 155 AGNC Investment shares in Q2 2026, an estimated $1.63K.
  • AGNC Investment made up 0.56% of Significant Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Significant Wealth Partners first reported a position in AGNC Investment in Q4 2023 and has held it in 5 quarters since.
  • Significant Wealth Partners's AGNC Investment position peaked at $2.26M in Q1 2024.
  • 702 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.