VAG
AGNC icon

VisionPoint Advisory Group’s AGNC Investment AGNC Stock Holding History

VisionPoint Advisory Group’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 		$2.4M Buy
220,312
+3,844
+2% +$40.5K 0.39% 65
2026
Q1 		$2.17M Sell
216,468
-142,083
-40% -$1.57M 0.41% 62
2025
Q4 		$3.84M Buy
358,551
+5,185
+1% +$53.3K 0.75% 32
2025
Q3 		$3.46M Buy
353,366
+3,648
+1% +$35.4K 0.69% 32
2025
Q2 		$3.21M Buy
349,718
+21,771
+7% +$195K 0.7% 29
2025
Q1 		$3.14M Buy
327,947
+19,740
+6% +$197K 1.08% 21
2024
Q4 		$2.86M Sell
308,207
-1,503
-0.5% -$14.7K 0.98% 20
2024
Q3 		$3.24M Buy
309,710
+743
+0.2% +$7.55K 1.09% 17
2024
Q2 		$2.95M Sell
308,967
-38,360
-11% -$367K 1.05% 21
2024
Q1 		$3.44M Sell
347,327
-22,110
-6% -$213K 1.24% 16
2023
Q4 		$3.62M Sell
369,437
-27,471
-7% -$241K 1.34% 13
2023
Q3 		$3.75M Buy
396,908
+148,461
+60% +$1.47M 1.61% 13
2023
Q2 		$2.52M Sell
248,447
-46,336
-16% -$450K 1.03% 19
2023
Q1 		$2.73M Buy
294,783
+215,077
+270% +$2.34M 1.2% 19
2022
Q4 		$912K Sell
79,706
-429,289
-84% -$3.92M 0.38% 49
2022
Q3 		$4.29M Sell
508,995
-177,333
-26% -$2.08M 2.06% 20
2022
Q2 		$8.7M Buy
686,328
+310,163
+82% +$3.68M 3.44% 6
2022
Q1 		$4.55M Sell
376,165
-184,251
-33% -$2.58M 2.11% 17
2021
Q4 		$7.98M Buy
560,416
+41,296
+8% +$654K 3.49% 8
2021
Q3 		$8.42M Buy
519,120
+152,582
+42% +$2.47M 3.76% 7
2021
Q2 		$6.19M Buy
366,538
+112,928
+45% +$2.01M 2.76% 10
2021
Q1 		$4.25M Buy
253,610
+155,758
+159% +$2.52M 2.04% 10
2020
Q4 		$1.53M Buy
97,852
+73,790
+307% +$1.09M 0.77% 32
2020
Q3 		$335K Buy
+24,062
New +$331K 0.14% 79

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

VisionPoint Advisory Group's AGNC Position: Q2 2026 in Review

VisionPoint Advisory Group increased its AGNC Investment (AGNC) stake by 1.8% in Q2 2026, buying an estimated $40.5K and bringing the position to 220,312 shares worth $2.4M. The position accounts for 0.39% of the portfolio, ranked #65.

VisionPoint Advisory Group first reported a position in AGNC in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.7M in Q2 2022. 97 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • VisionPoint Advisory Group held 220,312 shares of AGNC Investment worth $2.4M as of Q2 2026.
  • VisionPoint Advisory Group bought 3,844 AGNC Investment shares in Q2 2026, an estimated $40.5K.
  • AGNC Investment made up 0.39% of VisionPoint Advisory Group's portfolio in Q2 2026, its #65 holding.
  • VisionPoint Advisory Group first reported a position in AGNC Investment in Q3 2020 and has held it in 24 quarters since.
  • VisionPoint Advisory Group's AGNC Investment position peaked at $8.7M in Q2 2022.
  • 97 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.