RAFFA WEALTH MANAGEMENT, LLC’s AGNC Investment AGNC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$512	Hold	47	–	–	﹤0.01%	1179
2026 Q1	$471	Hold	47	–	–	﹤0.01%	1075
2025 Q4	$504	Hold	47	–	–	﹤0.01%	1070
2025 Q3	$460	Hold	47	–	–	﹤0.01%	1085
2025 Q2	$432	Hold	47	–	–	﹤0.01%	1025
2025 Q1	$450	Hold	47	–	–	﹤0.01%	980
2024 Q4	$433	Hold	47	–	–	﹤0.01%	1022
2024 Q3	$492	Hold	47	–	–	﹤0.01%	991
2024 Q2	$448	Hold	47	–	–	﹤0.01%	1065
2024 Q1	$465	Hold	47	–	–	﹤0.01%	1047
2023 Q4	$461	Hold	47	–	–	﹤0.01%	982
2023 Q3	$444	Hold	47	–	–	﹤0.01%	966
2023 Q2	$476	Hold	47	–	–	﹤0.01%	971
2023 Q1	$474	Hold	47	–	–	﹤0.01%	978
2022 Q4	$486	Hold	47	–	–	﹤0.01%	957
2022 Q3	$396	Hold	47	–	–	﹤0.01%	1080
2022 Q2	$520	Hold	47	–	–	﹤0.01%	1012
2022 Q1	$616	Hold	47	–	–	﹤0.01%	1016
2021 Q4	$707	Hold	47	–	–	﹤0.01%	987
2021 Q3	$741	Hold	47	–	–	﹤0.01%	947
2021 Q2	$794	Hold	47	–	–	﹤0.01%	927
2021 Q1	$788	Hold	47	–	–	﹤0.01%	913
2020 Q4	$733	Hold	47	–	–	﹤0.01%	804
2020 Q3	$654	Hold	47	–	–	﹤0.01%	765
2020 Q2	$606	Hold	47	–	–	﹤0.01%	780
2020 Q1	$497	Hold	47	–	–	﹤0.01%	752
2019 Q4	$831	Hold	47	–	–	﹤0.01%	668
2019 Q3	$756	Buy	+47	New	+$772	﹤0.01%	675
2019 Q2	–	Sell	-47	Closed	-$846	–	751
2019 Q1	$846	Hold	47	–	–	﹤0.01%	628
2018 Q4	$824	Hold	47	–	–	﹤0.01%	619
2018 Q3	$876	Hold	47	–	–	﹤0.01%	673
2018 Q2	$874	Hold	47	–	–	﹤0.01%	670
2018 Q1	$889	Buy	+47	New	+$892	﹤0.01%	630

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AGNC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its AGNC Investment (AGNC) position steady in Q2 2026 at 47 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AGNC in Q1 2018 and has held it in 33 quarters since. The position peaked at $889 in Q1 2018. 210 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 47 shares of AGNC Investment worth $512 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its AGNC Investment share count unchanged in Q2 2026.
AGNC Investment made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1179 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in AGNC Investment in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's AGNC Investment position peaked at $889 in Q1 2018.
210 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.