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Southland Equity Partners’s AGNC Investment AGNC Stock Holding History

Southland Equity 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 		$231K Hold
21,186
– – 0.04% 280
2026
Q1 		$212K Sell
21,186
-132,996
-86% -$1.47M 0.04% 260
2025
Q4 		$1.65M Buy
154,182
+132,996
+628% +$1.37M 0.33% 63
2025
Q3 		$207K Buy
+21,186
New +$205K 0.04% 237
2024
Q4 		– Sell
-32,352
Closed -$338K – 225
2024
Q3 		$338K Buy
32,352
+11
+0% +$112 0.08% 159
2024
Q2 		$309K Buy
32,341
+11
+0% +$105 0.09% 149
2024
Q1 		$320K Hold
32,330
– – 0.09% 146
2023
Q4 		$317K Buy
32,330
+13,847
+75% +$122K 0.1% 139
2023
Q3 		$174K Buy
+18,483
New +$183K 0.06% 182

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Southland Equity Partners's AGNC Position: Q2 2026 in Review

Southland Equity Partners held its AGNC Investment (AGNC) position steady in Q2 2026 at 21,186 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #280.

Southland Equity Partners first reported a position in AGNC in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Southland Equity Partners held 21,186 shares of AGNC Investment worth $231K as of Q2 2026.
  • Southland Equity Partners left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #280 holding.
  • Southland Equity Partners first reported a position in AGNC Investment in Q3 2023 and has held it in 9 quarters since.
  • Southland Equity Partners's AGNC Investment position peaked at $1.65M in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.