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

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QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return