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Wealth Preservation Advisors’s AGNC Investment AGNC Stock Holding History

Wealth Preservation 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 		– Sell
-5,000
Closed -$50.1K – 113
2026
Q1 		$50.1K Hold
5,000
– – 0.04% 166
2025
Q4 		$53.6K Hold
5,000
– – 0.03% 194
2025
Q3 		$49K Hold
5,000
– – 0.03% 188
2025
Q2 		$46K Buy
+5,000
New +$44.7K 0.03% 191

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 Preservation Advisors's AGNC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 5,000 shares — an estimated $50.1K sold.

Wealth Preservation Advisors first reported a position in AGNC in Q2 2025 and held it in 4 quarters. The position peaked at $53.6K in Q4 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 5,000 AGNC Investment shares in Q2 2026, an estimated $50.1K.
  • Wealth Preservation Advisors first reported a position in AGNC Investment in Q2 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's AGNC Investment position peaked at $53.6K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.