Steward Partners Investment Advisory’s AGNC Investment AGNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.02M Sell
185,677
-824
-0.4% -$8.68K 0.01% 913
2026
Q1
$1.87M Buy
186,501
+9,588
+5% +$106K 0.01% 886
2025
Q4
$1.9M Sell
176,913
-5,389
-3% -$55.4K 0.01% 806
2025
Q3
$1.78M Buy
182,302
+142,949
+363% +$1.39M 0.01% 819
2025
Q2
$362K Sell
39,353
-7,163
-15% -$64.1K ﹤0.01% 1457
2025
Q1
$446K Sell
46,516
-10,091
-18% -$101K ﹤0.01% 1270
2024
Q4
$521K Buy
56,607
+18,476
+48% +$180K ﹤0.01% 1136
2024
Q3
$399K Sell
38,131
-3,874
-9% -$39.4K ﹤0.01% 1204
2024
Q2
$401K Sell
42,005
-220
-0.5% -$2.1K ﹤0.01% 1157
2024
Q1
$418K Buy
42,225
+30,095
+248% +$290K ﹤0.01% 1134
2023
Q4
$119K Buy
12,130
+836
+7% +$7.35K ﹤0.01% 1601
2023
Q3
$107K Sell
11,294
-102,016
-90% -$1.01M ﹤0.01% 1541
2023
Q2
$1.15M Sell
113,310
-11,811
-9% -$115K 0.02% 650
2023
Q1
$1.26M Sell
125,121
-16,310
-12% -$177K 0.02% 617
2022
Q4
$1.46M Buy
141,431
+49,823
+54% +$455K 0.02% 543
2022
Q3
$771K Buy
91,608
+22,861
+33% +$268K 0.01% 715
2022
Q2
$761K Buy
68,747
+11,691
+20% +$139K 0.01% 728
2022
Q1
$747K Buy
57,056
+31,126
+120% +$435K 0.01% 787
2021
Q4
$390K Sell
25,930
-20,310
-44% -$322K 0.01% 1038
2021
Q3
$729K Buy
46,240
+4,884
+12% +$79.1K 0.01% 776
2021
Q2
$699K Sell
41,356
-30,792
-43% -$547K 0.01% 809
2021
Q1
$1.21M Buy
72,148
+39,870
+124% +$644K 0.02% 580
2020
Q4
$504K Buy
32,278
+31,928
+9,122% +$472K 0.01% 759
2020
Q3
$5K Sell
350
-89
-20% -$1.23K ﹤0.01% 2339
2020
Q2
$6K Buy
439
+3
+0.7% +$38 ﹤0.01% 2198
2020
Q1
$4K Sell
436
-1,373
-76% -$22.9K ﹤0.01% 2119
2019
Q4
$31K Buy
1,809
+3
+0.2% +$51 ﹤0.01% 1600
2019
Q3
$29K Buy
1,806
+2
+0.1% +$33 ﹤0.01% 1586
2019
Q2
$30K Buy
+1,804
New +$31.4K ﹤0.01% 1544
2018
Q4
Sell
-102,877
Closed -$1.92M 804
2018
Q3
$1.92M Buy
102,877
+100,615
+4,448% +$1.92M 0.09% 227
2018
Q2
$42K Buy
2,262
+2,220
+5,286% +$41.9K ﹤0.01% 1166
2018
Q1
$0 Buy
+42
New +$797 ﹤0.01% 2217

Other funds holding AGNC

Steward Partners Investment Advisory's AGNC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its AGNC Investment (AGNC) stake by 0.44% in Q2 2026, selling an estimated $8.68K and leaving 185,677 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #913.

Steward Partners Investment Advisory first reported a position in AGNC in Q1 2018 and has held it in 32 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Steward Partners Investment Advisory held 185,677 shares of AGNC Investment worth $2.02M as of Q2 2026.
  • Steward Partners Investment Advisory sold 824 AGNC Investment shares in Q2 2026, an estimated $8.68K.
  • AGNC Investment made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #913 holding.
  • Steward Partners Investment Advisory first reported a position in AGNC Investment in Q1 2018 and has held it in 32 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.