VisionPoint Advisory Group
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
Q3 		$781K Sell
86,079
-134,233
-61% -$1.43M 0.12% 184
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 		$4.56M 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

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Penn Mutual Asset Management
Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

VisionPoint Advisory Group's AGNC Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its AGNC Investment (AGNC) stake by 61% in Q3 2026, selling an estimated $1.43M and leaving 86,079 shares worth $781K. The position accounts for 0.12% of the portfolio, ranked #184.

VisionPoint Advisory Group first reported a position in AGNC in Q3 2020 and has held it in 25 quarters since. The position peaked at $8.7M in Q2 2022. 164 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • VisionPoint Advisory Group held 86,079 shares of AGNC Investment worth $781K as of Q3 2026.
  • VisionPoint Advisory Group sold 134,233 AGNC Investment shares in Q3 2026, an estimated $1.43M.
  • AGNC Investment made up 0.12% of VisionPoint Advisory Group's portfolio in Q3 2026, its #184 holding.
  • VisionPoint Advisory Group first reported a position in AGNC Investment in Q3 2020 and has held it in 25 quarters since.
  • VisionPoint Advisory Group's AGNC Investment position peaked at $8.7M in Q2 2022.
  • 164 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.