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Spire Wealth Management’s AGNC Investment AGNC Stock Holding History

Spire Wealth Management’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 		$42.8K Buy
3,922
+800
+26% +$8.43K ﹤0.01% 1219
2026
Q1 		$31.3K Sell
3,122
-50
-2% -$553 ﹤0.01% 1298
2025
Q4 		$34K Sell
3,172
-100
-3% -$1.03K ﹤0.01% 1300
2025
Q3 		$32K Sell
3,272
-787
-19% -$7.63K ﹤0.01% 1374
2025
Q2 		$37.3K Hold
4,059
– – ﹤0.01% 1304
2025
Q1 		$38.9K Hold
4,059
– – ﹤0.01% 1372
2024
Q4 		$37.4K Buy
4,059
+1,972
+94% +$19.2K ﹤0.01% 1402
2024
Q3 		$21.8K Buy
2,087
+300
+17% +$3.05K ﹤0.01% 1412
2024
Q2 		$17K Sell
1,787
-2,625
-59% -$25.1K ﹤0.01% 1497
2024
Q1 		$43.7K Hold
4,412
– – ﹤0.01% 1268
2023
Q4 		$43.2K Hold
4,412
– – ﹤0.01% 1251
2023
Q3 		$41.6K Hold
4,412
– – ﹤0.01% 1227
2023
Q2 		$44.7K Hold
4,412
– – ﹤0.01% 1243
2023
Q1 		$44.5K Hold
4,412
– – ﹤0.01% 1245
2022
Q4 		$46K Buy
4,412
+1,297
+42% +$11.9K ﹤0.01% 1015
2022
Q3 		$26K Sell
3,115
-1,500
-33% -$17.6K ﹤0.01% 1216
2022
Q2 		$51K Sell
4,615
-2,383
-34% -$28.3K ﹤0.01% 1280
2022
Q1 		$92K Sell
6,998
-634
-8% -$8.87K ﹤0.01% 1188
2021
Q4 		$115K Buy
7,632
+934
+14% +$14.8K ﹤0.01% 1341
2021
Q3 		$106K Buy
6,698
+429
+7% +$6.95K ﹤0.01% 1175
2021
Q2 		$106K Buy
6,269
+1,117
+22% +$19.8K ﹤0.01% 1163
2021
Q1 		$87K Buy
+5,152
New +$83.3K ﹤0.01% 1452

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

Spire Wealth Management's AGNC Position: Q2 2026 in Review

Spire Wealth Management increased its AGNC Investment (AGNC) stake by 26% in Q2 2026, buying an estimated $8.43K and bringing the position to 3,922 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Spire Wealth Management first reported a position in AGNC in Q1 2021 and has held it in 22 quarters since. The position peaked at $115K in Q4 2021. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Spire Wealth Management held 3,922 shares of AGNC Investment worth $42.8K as of Q2 2026.
  • Spire Wealth Management bought 800 AGNC Investment shares in Q2 2026, an estimated $8.43K.
  • AGNC Investment made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1219 holding.
  • Spire Wealth Management first reported a position in AGNC Investment in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's AGNC Investment position peaked at $115K in Q4 2021.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.