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Warren Street Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Warren Street 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 		$541K Buy
49,630
+8,040
+19% +$84.7K 0.12% 70
2026
Q1 		$417K Buy
+41,590
New +$460K 0.11% 74
2025
Q4 		– Sell
-22,963
Closed -$225K – 130
2025
Q3 		$225K Sell
22,963
-27,254
-54% -$264K 0.07% 133
2025
Q2 		$461K Buy
+50,217
New +$449K 0.15% 67

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 $3.38T AUM 44.17% 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

Warren Street Wealth Advisors's AGNC Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its AGNC Investment (AGNC) stake by 19% in Q2 2026, buying an estimated $84.7K and bringing the position to 49,630 shares worth $541K. The position accounts for 0.12% of the portfolio, ranked #70.

Warren Street Wealth Advisors first reported a position in AGNC in Q2 2025 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Warren Street Wealth Advisors held 49,630 shares of AGNC Investment worth $541K as of Q2 2026.
  • Warren Street Wealth Advisors bought 8,040 AGNC Investment shares in Q2 2026, an estimated $84.7K.
  • AGNC Investment made up 0.12% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Warren Street Wealth Advisors first reported a position in AGNC Investment in Q2 2025 and has held it in 4 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.