SFS
AGNC icon

Sowell Financial Services’s AGNC Investment AGNC Stock Holding History

Sowell Financial Services’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 		$2.91M Buy
266,943
+59,049
+28% +$622K 0.1% 227
2026
Q1 		$2.09M Buy
207,894
+57,759
+38% +$639K 0.08% 276
2025
Q4 		$1.61M Buy
150,135
+49,865
+50% +$513K 0.06% 325
2025
Q3 		$982K Sell
100,270
-6,946
-6% -$67.3K 0.04% 426
2025
Q2 		$985K Buy
107,216
+26,738
+33% +$239K 0.04% 415
2025
Q1 		$771K Buy
80,478
+25,850
+47% +$258K 0.04% 466
2024
Q4 		$503K Buy
54,628
+7,634
+16% +$74.5K 0.03% 409
2024
Q3 		$497K Buy
46,994
+1,272
+3% +$12.9K 0.02% 440
2024
Q2 		$442K Buy
45,722
+8,255
+22% +$79K 0.02% 449
2024
Q1 		$375K Buy
37,467
+221
+0.6% +$2.13K 0.02% 489
2023
Q4 		$370K Buy
+37,246
New +$327K 0.02% 468
2023
Q3 		– Sell
-53,405
Closed -$547K – 507
2023
Q2 		$547K Buy
+53,405
New +$519K 0.03% 441
2023
Q1 		– Sell
-65,277
Closed -$683K – 761
2022
Q4 		$683K Buy
+65,277
New +$596K 0.04% 383
2021
Q2 		– Sell
-4,704
Closed -$86K – 565
2021
Q1 		$86K Buy
4,704
+1,478
+46% +$23.9K ﹤0.01% 1426
2020
Q4 		$50K Buy
+3,226
New +$47.7K ﹤0.01% 1397
2020
Q3 		– Sell
-775
Closed -$10K – 2501
2020
Q2 		$10K Sell
775
-3,227
-81% -$40.5K ﹤0.01% 1678
2020
Q1 		$42K Sell
4,002
-2,368
-37% -$39.5K ﹤0.01% 1108
2019
Q4 		$113K Sell
6,370
-6,418
-50% -$109K 0.01% 882
2019
Q3 		$206K Buy
+12,788
New +$210K 0.02% 632

Other funds holding AGNC

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

Sowell Financial Services's AGNC Position: Q2 2026 in Review

Sowell Financial Services increased its AGNC Investment (AGNC) stake by 28% in Q2 2026, buying an estimated $622K and bringing the position to 266,943 shares worth $2.91M. The position accounts for 0.1% of the portfolio, ranked #227.

Sowell Financial Services first reported a position in AGNC in Q3 2019 and has held it in 19 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Sowell Financial Services held 266,943 shares of AGNC Investment worth $2.91M as of Q2 2026.
  • Sowell Financial Services bought 59,049 AGNC Investment shares in Q2 2026, an estimated $622K.
  • AGNC Investment made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #227 holding.
  • Sowell Financial Services first reported a position in AGNC Investment in Q3 2019 and has held it in 19 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.