Triumph Capital Management’s AGNC Investment AGNC Stock Holding History

Triumph 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 Q1	$673K	Buy	66,324 +7,622	+13%	+$84.3K	0.14%	147
2025 Q4	$629K	Sell	58,702 -2,022	-3%	-$20.8K	0.14%	146
2025 Q3	$594K	Buy	60,724 +2,315	+4%	+$22.4K	0.16%	145
2025 Q2	$537K	Sell	58,409 -22,615	-28%	-$202K	0.16%	153
2025 Q1	$776K	Sell	81,024 -7,578	-9%	-$75.7K	0.26%	103
2024 Q4	$816K	Buy	88,602 +3,468	+4%	+$33.8K	0.28%	87
2024 Q3	$901K	Buy	+85,134	New	+$865K	0.32%	70

Other funds holding AGNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Triumph Capital Management's AGNC Position: Q1 2026 in Review

Triumph Capital Management increased its AGNC Investment (AGNC) stake by 13% in Q1 2026, buying an estimated $84.3K and bringing the position to 66,324 shares worth $673K. The position accounts for 0.14% of the portfolio, ranked #147.

Triumph Capital Management first reported a position in AGNC in Q3 2024 and has held it in 7 quarters since. The position peaked at $901K in Q3 2024. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Triumph Capital Management held 66,324 shares of AGNC Investment worth $673K as of Q1 2026.
Triumph Capital Management bought 7,622 AGNC Investment shares in Q1 2026, an estimated $84.3K.
AGNC Investment made up 0.14% of Triumph Capital Management's portfolio in Q1 2026, its #147 holding.
Triumph Capital Management first reported a position in AGNC Investment in Q3 2024 and has held it in 7 quarters since.
Triumph Capital Management's AGNC Investment position peaked at $901K in Q3 2024.
672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.