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 $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stratos Wealth Advisors's AGNC Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of AGNC Investment (AGNC) in Q2 2025, closing a stake of 559,393 shares — an estimated $5.36M sold.

Stratos Wealth Advisors first reported a position in AGNC in Q3 2019 and held it in 11 quarters. The position peaked at $5.36M in Q1 2025. 568 funds tracked by Wall St. Rank hold AGNC as of Q2 2025.

Stratos Wealth Advisors reported no remaining AGNC Investment position as of Q2 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 559,393 AGNC Investment shares in Q2 2025, an estimated $5.36M.
Stratos Wealth Advisors first reported a position in AGNC Investment in Q3 2019 and held it in 11 quarters.
Stratos Wealth Advisors's AGNC Investment position peaked at $5.36M in Q1 2025.
568 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.