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Stratos Wealth Partners’s AGNC Investment AGNC Stock Holding History

Stratos Wealth Partners’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 		$993K Buy
91,107
+10,468
+13% +$110K 0.01% 843
2026
Q1 		$809K Buy
80,639
+4,394
+6% +$48.6K 0.01% 875
2025
Q4 		$817K Buy
76,245
+51,839
+212% +$533K 0.01% 848
2025
Q3 		$239K Sell
24,406
-13,585
-36% -$132K ﹤0.01% 1363
2025
Q2 		$349K Buy
37,991
+19,129
+101% +$171K ﹤0.01% 1079
2025
Q1 		$181K Sell
18,862
-15,282
-45% -$153K ﹤0.01% 1290
2024
Q4 		$314K Buy
34,144
+4,175
+14% +$40.7K ﹤0.01% 1128
2024
Q3 		$313K Buy
29,969
+19,636
+190% +$200K ﹤0.01% 1130
2024
Q2 		$98.6K Buy
+10,333
New +$98.9K ﹤0.01% 1323
2023
Q1 		– Sell
-10,238
Closed -$106K – 1129
2022
Q4 		$106K Buy
+10,238
New +$93.5K ﹤0.01% 1092
2022
Q1 		– Sell
-11,115
Closed -$167K – 1267
2021
Q4 		$167K Buy
+11,115
New +$176K ﹤0.01% 1189
2018
Q4 		– Sell
-7,713
Closed -$144K – 898
2018
Q3 		$144K Buy
+7,713
New +$147K 0.01% 972
2018
Q2 		– Sell
-11,091
Closed -$210K – 1004
2018
Q1 		$210K Buy
11,091
+149
+1% +$2.83K 0.01% 873
2017
Q4 		$221K Sell
10,942
-508
-4% -$10.4K 0.01% 829
2017
Q3 		$248K Buy
11,450
+40
+0.4% +$855 0.01% 766
2017
Q2 		$243K Buy
11,410
+100
+0.9% +$2.08K 0.01% 712
2017
Q1 		$225K Buy
11,310
+700
+7% +$13.5K 0.01% 685
2016
Q4 		$192K Buy
+10,610
New +$201K 0.01% 656
2016
Q3 		– Sell
-10,170
Closed -$202K – 681
2016
Q2 		$202K Buy
+10,170
New +$192K 0.02% 568

Other funds holding AGNC

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stratos Wealth Partners's AGNC Position: Q2 2026 in Review

Stratos Wealth Partners increased its AGNC Investment (AGNC) stake by 13% in Q2 2026, buying an estimated $110K and bringing the position to 91,107 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #843.

Stratos Wealth Partners first reported a position in AGNC in Q2 2016 and has held it in 19 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Stratos Wealth Partners held 91,107 shares of AGNC Investment worth $993K as of Q2 2026.
  • Stratos Wealth Partners bought 10,468 AGNC Investment shares in Q2 2026, an estimated $110K.
  • AGNC Investment made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #843 holding.
  • Stratos Wealth Partners first reported a position in AGNC Investment in Q2 2016 and has held it in 19 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.