TPWA
AGNC icon

Twin Peaks Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-108
Closed -$1.08K – 281
2026
Q1 		$1.08K Buy
+108
New +$1.19K ﹤0.01% 1879
2025
Q3 		– Sell
-39
Closed -$369 – 214
2025
Q2 		$369 Buy
+39
New +$349 ﹤0.01% 1969

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

Twin Peaks Wealth Advisors's AGNC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 108 shares — an estimated $1.08K sold.

Twin Peaks Wealth Advisors first reported a position in AGNC in Q2 2025 and held it in 2 quarters. The position peaked at $1.08K in Q1 2026. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 108 AGNC Investment shares in Q2 2026, an estimated $1.08K.
  • Twin Peaks Wealth Advisors first reported a position in AGNC Investment in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's AGNC Investment position peaked at $1.08K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.