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Spinnaker Investment Group’s AGNC Investment AGNC Stock Holding History

Spinnaker Investment 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
2026
Q3 		$686K Sell
75,581
-14
-0% -$149 0.11% 75
2026
Q2 		$824K Buy
75,595
+1,014
+1% +$10.7K 0.13% 67
2026
Q1 		$748K Sell
74,581
-8,539
-10% -$94.4K 0.15% 54
2025
Q4 		$891K Buy
83,120
+12,082
+17% +$124K 0.16% 49
2025
Q3 		$695K Buy
+71,038
New +$689K 0.13% 60

Other funds holding AGNC

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $65.2M AUM 11.47% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Spinnaker Investment Group's AGNC Position: Q3 2026 in Review

Spinnaker Investment Group reduced its AGNC Investment (AGNC) stake by 0.02% in Q3 2026, selling an estimated $149 and leaving 75,581 shares worth $686K. The position accounts for 0.11% of the portfolio, ranked #75.

Spinnaker Investment Group first reported a position in AGNC in Q3 2025 and has held it in 5 quarters since. The position peaked at $891K in Q4 2025. 46 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Spinnaker Investment Group held 75,581 shares of AGNC Investment worth $686K as of Q3 2026.
  • Spinnaker Investment Group sold 14 AGNC Investment shares in Q3 2026, an estimated $149.
  • AGNC Investment made up 0.11% of Spinnaker Investment Group's portfolio in Q3 2026, its #75 holding.
  • Spinnaker Investment Group first reported a position in AGNC Investment in Q3 2025 and has held it in 5 quarters since.
  • Spinnaker Investment Group's AGNC Investment position peaked at $891K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.