United Capital Financial Advisors’s AGNC Investment AGNC Stock Holding History

United Capital 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	$319K	Sell	29,234 -27,362	-48%	-$288K	﹤0.01%	1342
2026 Q1	$568K	Buy	56,596 +42,768	+309%	+$473K	﹤0.01%	1001
2025 Q4	$148K	Buy	+13,828	New	+$142K	﹤0.01%	1340
2022 Q4	–	Sell	-15,958	Closed	-$134K	–	1036
2022 Q3	$134K	Buy	15,958 +5,432	+52%	+$63.8K	﹤0.01%	1043
2022 Q2	$117K	Buy	10,526 +208	+2%	+$2.47K	﹤0.01%	1081
2022 Q1	$135K	Hold	10,318	–	–	﹤0.01%	1124
2021 Q4	$155K	Buy	+10,318	New	+$163K	﹤0.01%	1167
2015 Q2	–	Sell	-20,681	Closed	-$427K	–	1251
2015 Q1	$427K	Buy	20,681 +2,996	+17%	+$64.8K	0.01%	954
2014 Q4	$386K	Buy	17,685 +1,708	+11%	+$38.5K	0.01%	898
2014 Q3	$340K	Buy	15,977 +3,620	+29%	+$83.4K	0.01%	901
2014 Q2	$289K	Buy	+12,357	New	+$284K	0.01%	754

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

United Capital Financial Advisors's AGNC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its AGNC Investment (AGNC) stake by 48% in Q2 2026, selling an estimated $288K and leaving 29,234 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

United Capital Financial Advisors first reported a position in AGNC in Q2 2014 and has held it in 11 quarters since. The position peaked at $568K in Q1 2026. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

United Capital Financial Advisors held 29,234 shares of AGNC Investment worth $319K as of Q2 2026.
United Capital Financial Advisors sold 27,362 AGNC Investment shares in Q2 2026, an estimated $288K.
AGNC Investment made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1342 holding.
United Capital Financial Advisors first reported a position in AGNC Investment in Q2 2014 and has held it in 11 quarters since.
United Capital Financial Advisors's AGNC Investment position peaked at $568K in Q1 2026.
700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

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