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Symphony Financial’s AGNC Investment AGNC Stock Holding History

Symphony Financial’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 		$359K Sell
32,994
-8,299
-20% -$87.4K 0.04% 239
2026
Q1 		$409K Buy
+41,293
New +$457K 0.05% 188

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Equity Investment Corp
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

Symphony Financial's AGNC Position: Q2 2026 in Review

Symphony Financial reduced its AGNC Investment (AGNC) stake by 20% in Q2 2026, selling an estimated $87.4K and leaving 32,994 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #239.

Symphony Financial first reported a position in AGNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $409K in Q1 2026. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Symphony Financial held 32,994 shares of AGNC Investment worth $359K as of Q2 2026.
  • Symphony Financial sold 8,299 AGNC Investment shares in Q2 2026, an estimated $87.4K.
  • AGNC Investment made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #239 holding.
  • Symphony Financial first reported a position in AGNC Investment in Q1 2026 and has held it in 2 quarters since.
  • Symphony Financial's AGNC Investment position peaked at $409K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.