Sonora Investment Management Group’s AGNC Investment AGNC Stock Holding History

Sonora Investment Management Group’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 Q3	–	Sell	-12,396	Closed	-$114K	–	305
2025 Q2	$114K	Hold	12,396	–	–	0.01%	292
2025 Q1	$119K	Sell	12,396 -3,658	-23%	-$36.5K	0.01%	290
2024 Q4	$148K	Sell	16,054 -2,000	-11%	-$19.5K	0.01%	277
2024 Q3	$189K	Buy	18,054 +2,133	+13%	+$21.7K	0.01%	269
2024 Q2	$158K	Hold	15,921	–	–	0.01%	267
2024 Q1	$158K	Buy	15,921 +128	+0.8%	+$1.24K	0.01%	268
2023 Q4	$155K	Buy	15,793 +3,397	+27%	+$29.9K	0.01%	259
2023 Q3	$117K	Sell	12,396 -13,500	-52%	-$134K	0.01%	247
2023 Q2	$262K	Hold	25,896	–	–	0.02%	218
2023 Q1	$261K	Hold	25,896	–	–	0.02%	223
2022 Q4	$268K	Sell	25,896 -4,500	-15%	-$41.1K	0.02%	219
2022 Q3	$336K	Hold	30,396	–	–	0.04%	145
2022 Q2	$336K	Hold	30,396	–	–	0.03%	178
2022 Q1	$398K	Hold	30,396	–	–	0.05%	146
2021 Q4	$457K	Buy	+30,396	New	+$482K	0.05%	139

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

EIC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sonora Investment Management Group's AGNC Position: Q3 2025 in Review

Sonora Investment Management Group sold out of AGNC Investment (AGNC) in Q3 2025, closing a stake of 12,396 shares — an estimated $114K sold.

Sonora Investment Management Group first reported a position in AGNC in Q4 2021 and held it in 15 quarters. The position peaked at $457K in Q4 2021. 600 funds tracked by Wall St. Rank hold AGNC as of Q3 2025.

Sonora Investment Management Group reported no remaining AGNC Investment position as of Q3 2025 after selling out during the quarter.
Sonora Investment Management Group sold 12,396 AGNC Investment shares in Q3 2025, an estimated $114K.
Sonora Investment Management Group first reported a position in AGNC Investment in Q4 2021 and held it in 15 quarters.
Sonora Investment Management Group's AGNC Investment position peaked at $457K in Q4 2021.
600 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.