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Vision Financial Markets’s AGNC Investment AGNC Stock Holding History

Vision Financial Markets’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 		$862K Buy
79,100
+2,800
+4% +$29.5K 0.75% 22
2026
Q1 		$765K Buy
+76,300
New +$844K 0.75% 26
2025
Q4 		– Sell
-100,600
Closed -$985K – 410
2025
Q3 		$985K Buy
100,600
+72,000
+252% +$698K 0.84% 23
2025
Q2 		$263K Buy
+28,600
New +$256K 0.25% 58

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

Vision Financial Markets's AGNC Position: Q2 2026 in Review

Vision Financial Markets increased its AGNC Investment (AGNC) stake by 3.7% in Q2 2026, buying an estimated $29.5K and bringing the position to 79,100 shares worth $862K. The position accounts for 0.75% of the portfolio, ranked #22.

Vision Financial Markets first reported a position in AGNC in Q2 2025 and has held it in 4 quarters since. The position peaked at $985K in Q3 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Vision Financial Markets held 79,100 shares of AGNC Investment worth $862K as of Q2 2026.
  • Vision Financial Markets bought 2,800 AGNC Investment shares in Q2 2026, an estimated $29.5K.
  • AGNC Investment made up 0.75% of Vision Financial Markets's portfolio in Q2 2026, its #22 holding.
  • Vision Financial Markets first reported a position in AGNC Investment in Q2 2025 and has held it in 4 quarters since.
  • Vision Financial Markets's AGNC Investment position peaked at $985K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.