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Vantage Financial Partners (Wisconsin)’s AGNC Investment AGNC Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$409K Sell
38,148
-864
-2% -$8.88K 0.08% 134
2025
Q3 		$382K Buy
+39,012
New +$378K 0.08% 138

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s AGNC Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its AGNC Investment (AGNC) stake by 2.2% in Q4 2025, selling an estimated $8.88K and leaving 38,148 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #134.

Vantage Financial Partners (Wisconsin) first reported a position in AGNC in Q3 2025 and has held it in 2 quarters since. 648 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 38,148 shares of AGNC Investment worth $409K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 864 AGNC Investment shares in Q4 2025, an estimated $8.88K.
  • AGNC Investment made up 0.08% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #134 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in AGNC Investment in Q3 2025 and has held it in 2 quarters since.
  • 648 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.