Valeo Financial Advisors’s AGNC Investment AGNC Stock Holding History

Valeo 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	$141K	Buy	+12,929	New	+$136K	﹤0.01%	787
2021 Q2	–	Sell	-25	Closed	–	–	547
2021 Q1	$0	Buy	25 +5	+25%	+$81	﹤0.01%	2002
2020 Q4	$0	Hold	20	–	–	﹤0.01%	1662
2020 Q3	$0	Sell	20 -180	-90%	-$2.48K	﹤0.01%	1578
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	1646
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	1478
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	1318
2019 Q3	$3K	Buy	+200	New	+$3.28K	﹤0.01%	1297
2018 Q4	–	Sell	-93	Closed	-$2K	–	1467
2018 Q3	$2K	Hold	93	–	–	﹤0.01%	1421
2018 Q2	$2K	Buy	+93	New	+$1.76K	﹤0.01%	1315

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in AGNC Investment (AGNC) in Q2 2026: 12,929 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in AGNC as recently as Q1 2021.

Valeo Financial Advisors first reported a position in AGNC in Q2 2018 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Valeo Financial Advisors held 12,929 shares of AGNC Investment worth $141K as of Q2 2026.
AGNC Investment was a new Valeo Financial Advisors position in Q2 2026.
AGNC Investment made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #787 holding.
Valeo Financial Advisors first reported a position in AGNC Investment in Q2 2018 and has held it in 10 quarters since.
116 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.