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Visionary Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Visionary 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
2026
Q2 		$213K Buy
19,549
+20
+0.1% +$211 0.01% 634
2026
Q1 		$196K Sell
19,529
-134
-0.7% -$1.48K 0.01% 619
2025
Q4 		$211K Buy
19,663
+5,434
+38% +$55.9K 0.01% 580
2025
Q3 		$139K Buy
+14,229
New +$138K 0.01% 585

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

Visionary Wealth Advisors's AGNC Position: Q2 2026 in Review

Visionary Wealth Advisors increased its AGNC Investment (AGNC) stake by 0.1% in Q2 2026, buying an estimated $211 and bringing the position to 19,549 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #634.

Visionary Wealth Advisors first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Visionary Wealth Advisors held 19,549 shares of AGNC Investment worth $213K as of Q2 2026.
  • Visionary Wealth Advisors bought 20 AGNC Investment shares in Q2 2026, an estimated $211.
  • AGNC Investment made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #634 holding.
  • Visionary Wealth Advisors first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.