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SMART Wealth’s AGNC Investment AGNC Stock Holding History

SMART Wealth’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
Q1 		$221K Buy
22,079
+4,117
+23% +$45.5K 0.06% 200
2025
Q4 		$193K Buy
+17,962
New +$185K 0.06% 187

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SMART Wealth's AGNC Position: Q1 2026 in Review

SMART Wealth increased its AGNC Investment (AGNC) stake by 23% in Q1 2026, buying an estimated $45.5K and bringing the position to 22,079 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #200.

SMART Wealth first reported a position in AGNC in Q4 2025 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • SMART Wealth held 22,079 shares of AGNC Investment worth $221K as of Q1 2026.
  • SMART Wealth bought 4,117 AGNC Investment shares in Q1 2026, an estimated $45.5K.
  • AGNC Investment made up 0.06% of SMART Wealth's portfolio in Q1 2026, its #200 holding.
  • SMART Wealth first reported a position in AGNC Investment in Q4 2025 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.