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 Q2	–	Sell	-22,079	Closed	-$221K	–	223
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SMART Wealth's AGNC Position: Q2 2026 in Review

SMART Wealth sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 22,079 shares — an estimated $221K sold.

SMART Wealth first reported a position in AGNC in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q1 2026. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

SMART Wealth reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
SMART Wealth sold 22,079 AGNC Investment shares in Q2 2026, an estimated $221K.
SMART Wealth first reported a position in AGNC Investment in Q4 2025 and held it in 2 quarters.
SMART Wealth's AGNC Investment position peaked at $221K in Q1 2026.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.