VWA
AGNC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Visionary Wealth Advisors's AGNC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its AGNC Investment (AGNC) stake by 0.68% in Q1 2026, selling an estimated $1.48K and leaving 19,529 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #619.

Visionary Wealth Advisors first reported a position in AGNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 674 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Visionary Wealth Advisors held 19,529 shares of AGNC Investment worth $196K as of Q1 2026.
  • Visionary Wealth Advisors sold 134 AGNC Investment shares in Q1 2026, an estimated $1.48K.
  • AGNC Investment made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #619 holding.
  • Visionary Wealth Advisors first reported a position in AGNC Investment in Q3 2025 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's AGNC Investment position peaked at $211K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.