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Sound Income Strategies’s AGNC Investment AGNC Stock Holding History

Sound Income Strategies’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
-3,065
Closed -$30.7K – 528
2026
Q1 		$30.7K Buy
3,065
+303
+11% +$3.35K ﹤0.01% 1010
2025
Q4 		$32.9K Buy
2,762
+1,048
+61% +$10.8K ﹤0.01% 952
2025
Q3 		$17.1K Buy
1,714
+22
+1% +$213 ﹤0.01% 848
2025
Q2 		$15.6K Buy
1,692
+17
+1% +$152 ﹤0.01% 814
2025
Q1 		$16K Buy
1,675
+15
+0.9% +$150 ﹤0.01% 770
2024
Q4 		$15.3K Buy
1,660
+410
+33% +$4K ﹤0.01% 734
2024
Q3 		$13.1K Hold
1,250
– – ﹤0.01% 730
2024
Q2 		$11.9K Hold
1,250
– – ﹤0.01% 745
2024
Q1 		$12.4K Hold
1,250
– – ﹤0.01% 701
2023
Q4 		$12.3K Buy
+1,250
New +$11K ﹤0.01% 693
2021
Q4 		– Sell
-500
Closed -$8K – 838
2021
Q3 		$8K Hold
500
– – ﹤0.01% 488
2021
Q2 		$8K Hold
500
– – ﹤0.01% 513
2021
Q1 		$8.38K Hold
500
– – ﹤0.01% 532
2020
Q4 		$8K Buy
+500
New +$7.4K ﹤0.01% 491
2019
Q3 		– Sell
-240
Closed -$4K – 660
2019
Q2 		$4K Hold
240
– – ﹤0.01% 458
2019
Q1 		$4K Hold
240
– – ﹤0.01% 458
2018
Q4 		$4K Hold
240
– – ﹤0.01% 447
2018
Q3 		$4K Hold
240
– – ﹤0.01% 464
2018
Q2 		$4K Hold
240
– – ﹤0.01% 434
2018
Q1 		$5K Hold
240
– – ﹤0.01% 373
2017
Q4 		$5K Buy
+240
New +$4.93K ﹤0.01% 310

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Sound Income Strategies's AGNC Position: Q2 2026 in Review

Sound Income Strategies sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 3,065 shares — an estimated $30.7K sold.

Sound Income Strategies first reported a position in AGNC in Q4 2017 and held it in 21 quarters. The position peaked at $32.9K in Q4 2025. 392 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Sound Income Strategies reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3,065 AGNC Investment shares in Q2 2026, an estimated $30.7K.
  • Sound Income Strategies first reported a position in AGNC Investment in Q4 2017 and held it in 21 quarters.
  • Sound Income Strategies's AGNC Investment position peaked at $32.9K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.