Transamerica Financial Advisors’s AGNC Investment AGNC Stock Holding History

Transamerica Financial 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
2026 Q2	$137K	Sell	12,389 -2,396	-16%	-$25.2K	0.01%	503
2026 Q1	$150K	Buy	14,785 +6,667	+82%	+$73.7K	0.01%	438
2025 Q4	$88K	Buy	8,118 +2,679	+49%	+$27.5K	0.01%	474
2025 Q3	$53.9K	Buy	+5,439	New	+$52.7K	﹤0.01%	473
2016 Q2	–	Sell	-3,157	Closed	-$59K	–	398
2016 Q1	$59K	Sell	3,157 -343	-10%	-$6.09K	0.01%	351
2015 Q4	$61K	Hold	3,500	–	–	﹤0.01%	378
2015 Q3	$66K	Hold	3,500	–	–	0.01%	351
2015 Q2	$65K	Hold	3,500	–	–	﹤0.01%	415
2015 Q1	$75K	Hold	3,500	–	–	0.01%	392
2014 Q4	$77K	Hold	3,500	–	–	0.01%	334
2014 Q3	$75K	Hold	3,500	–	–	0.01%	316
2014 Q2	$82K	Hold	3,500	–	–	0.01%	336
2014 Q1	$76K	Hold	3,500	–	–	0.01%	322
2013 Q4	$68K	Hold	3,500	–	–	0.01%	319
2013 Q3	$80K	Hold	3,500	–	–	0.01%	278
2013 Q2	$81K	Buy	+3,500	New	+$101K	0.01%	247

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Transamerica Financial Advisors's AGNC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its AGNC Investment (AGNC) stake by 16% in Q2 2026, selling an estimated $25.2K and leaving 12,389 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #503.

Transamerica Financial Advisors first reported a position in AGNC in Q2 2013 and has held it in 16 quarters since. The position peaked at $150K in Q1 2026. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Transamerica Financial Advisors held 12,389 shares of AGNC Investment worth $137K as of Q2 2026.
Transamerica Financial Advisors sold 2,396 AGNC Investment shares in Q2 2026, an estimated $25.2K.
AGNC Investment made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #503 holding.
Transamerica Financial Advisors first reported a position in AGNC Investment in Q2 2013 and has held it in 16 quarters since.
Transamerica Financial Advisors's AGNC Investment position peaked at $150K in Q1 2026.
700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.