Wealth Enhancement Advisory Services
AGNC icon

Wealth Enhancement Advisory Services’s AGNC Investment AGNC Stock Holding History

Wealth Enhancement Advisory Services’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 		$13.9M Buy
1,267,259
+1,126,852
+803% +$11.9M 0.02% 550
2026
Q1 		$1.43M Sell
140,407
-43,961
-24% -$486K ﹤0.01% 1576
2025
Q4 		$2.06M Buy
184,368
+33,710
+22% +$347K ﹤0.01% 1501
2025
Q3 		$1.51M Sell
150,658
-25,946
-15% -$252K ﹤0.01% 1614
2025
Q2 		$1.66M Buy
176,604
+58,841
+50% +$527K ﹤0.01% 1460
2025
Q1 		$1.13M Buy
117,763
+7,650
+7% +$76.4K ﹤0.01% 1543
2024
Q4 		$1.01M Buy
110,113
+54,049
+96% +$527K ﹤0.01% 1536
2024
Q3 		$586K Buy
56,064
+350
+0.6% +$3.56K ﹤0.01% 1720
2024
Q2 		$532K Buy
55,714
+3,419
+7% +$32.7K ﹤0.01% 1612
2024
Q1 		$518K Buy
52,295
+14,898
+40% +$144K ﹤0.01% 1561
2023
Q4 		$367K Sell
37,397
-1,913
-5% -$16.8K ﹤0.01% 1694
2023
Q3 		$371K Buy
+39,310
New +$389K ﹤0.01% 1611
2022
Q3 		– Sell
-273,290
Closed -$3.12M – 319
2022
Q2 		$3.12M Buy
+273,290
New +$3.24M 0.04% 166
2021
Q4 		– Sell
-187,933
Closed -$3.1M – 295
2021
Q3 		$3.1M Buy
+187,933
New +$3.04M 0.05% 128

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's AGNC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its AGNC Investment (AGNC) stake by 803% in Q2 2026, buying an estimated $11.9M and bringing the position to 1,267,259 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #550.

Wealth Enhancement Advisory Services first reported a position in AGNC in Q3 2021 and has held it in 14 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,267,259 shares of AGNC Investment worth $13.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,126,852 AGNC Investment shares in Q2 2026, an estimated $11.9M.
  • AGNC Investment made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #550 holding.
  • Wealth Enhancement Advisory Services first reported a position in AGNC Investment in Q3 2021 and has held it in 14 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.