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Summit Wealth Group (Colorado)’s AGNC Investment AGNC Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-15,702
Closed -$148K – 286
2025
Q3 		$148K Buy
+15,702
New +$152K 0.02% 475

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AGNC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of AGNC Investment (AGNC) in Q4 2025, closing a stake of 15,702 shares — an estimated $148K sold.

Summit Wealth Group (Colorado) first reported a position in AGNC in Q3 2025 and held it in 1 quarter. The position peaked at $148K in Q3 2025. 644 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining AGNC Investment position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 15,702 AGNC Investment shares in Q4 2025, an estimated $148K.
  • Summit Wealth Group (Colorado) first reported a position in AGNC Investment in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s AGNC Investment position peaked at $148K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.