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U.S. Capital Wealth Advisors’s AGNC Investment AGNC Stock Holding History

U.S. Capital 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
2025
Q1 		– Sell
-50,000
Closed -$3K – 836
2024
Q4 		$3K Buy
50,000
+25,000
+100% +$244K ﹤0.01% 807
2024
Q3 		$18.5K Buy
25,000
+10,200
+69% +$104K ﹤0.01% 700
2024
Q2 		$296 Hold
14,800
– – ﹤0.01% 668
2024
Q1 		$2.07K Buy
+14,800
New +$143K ﹤0.01% 676

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's AGNC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its AGNC Investment (AGNC) stake by 30% in Q1 2026, buying an estimated $616K and bringing the position to 238,396 shares worth $2.39M. The position accounts for 0.06% of the portfolio, ranked #314.

U.S. Capital Wealth Advisors first reported a position in AGNC in Q3 2021 and has held it in 16 quarters since. 678 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • U.S. Capital Wealth Advisors held 238,396 shares of AGNC Investment worth $2.39M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 55,714 AGNC Investment shares in Q1 2026, an estimated $616K.
  • AGNC Investment made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #314 holding.
  • U.S. Capital Wealth Advisors first reported a position in AGNC Investment in Q3 2021 and has held it in 16 quarters since.
  • 678 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.