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SWA
Stratos Wealth Advisors’s
AGNC Investment
AGNC
Stock Holding History
Stratos Wealth Advisors’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
2025
Q2
–
Sell
-559,393
Closed
-$5.36M
–
672
2025
Q1
$5.36M
Sell
559,393
-17
-0%
-$170
0.29%
85
2024
Q4
$5.15M
Buy
559,410
+230,783
+70%
+$2.25M
0.25%
92
2024
Q3
$3.44M
Buy
328,627
+72,293
+28%
+$735K
0.16%
143
2024
Q2
$2.45M
Buy
256,334
+2,694
+1%
+$25.8K
0.12%
175
2024
Q1
$2.51M
Buy
253,640
+24,919
+11%
+$240K
0.15%
164
2023
Q4
$2.24M
Buy
228,721
+216,976
+1,847%
+$1.91M
0.13%
204
2023
Q3
$111K
Hold
11,745
–
–
0.01%
646
2023
Q2
$119K
Hold
11,745
–
–
0.01%
608
2023
Q1
$118K
Buy
11,745
+800
+7%
+$8.7K
0.01%
586
2022
Q4
$113K
Buy
+10,945
New
+$100K
0.01%
556
2019
Q4
–
Sell
-15,685
Closed
-$252K
–
165
2019
Q3
$252K
Buy
+15,685
New
+$257K
0.1%
212
Other funds holding AGNC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
EIC
Equity Investment Corp
Atlanta, Georgia
$5.11B AUM
8.63%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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