SWCM
AGNC icon

Sullivan Wood Capital Management’s AGNC Investment AGNC Stock Holding History

Sullivan Wood Capital 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 		$1.32M Buy
119,900
+5,500
+5% +$57.9K 1.81% 13
2026
Q1 		$1.16M Hold
114,400
– – 2.03% 13
2025
Q4 		$1.24M Buy
114,400
+37,000
+48% +$380K 1.87% 14
2025
Q3 		$767K Buy
77,400
+4,000
+5% +$38.8K 1.13% 13
2025
Q2 		$683K Buy
+73,400
New +$657K 1.42% 12

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

Sullivan Wood Capital Management's AGNC Position: Q2 2026 in Review

Sullivan Wood Capital Management increased its AGNC Investment (AGNC) stake by 4.8% in Q2 2026, buying an estimated $57.9K and bringing the position to 119,900 shares worth $1.32M. The position accounts for 1.81% of the portfolio, ranked #13.

Sullivan Wood Capital Management first reported a position in AGNC in Q2 2025 and has held it in 5 quarters since. 699 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Sullivan Wood Capital Management held 119,900 shares of AGNC Investment worth $1.32M as of Q2 2026.
  • Sullivan Wood Capital Management bought 5,500 AGNC Investment shares in Q2 2026, an estimated $57.9K.
  • AGNC Investment made up 1.81% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #13 holding.
  • Sullivan Wood Capital Management first reported a position in AGNC Investment in Q2 2025 and has held it in 5 quarters since.
  • 699 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.