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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Preservation Advisors's AGNC Position: Q1 2026 in Review

Wealth Preservation Advisors held its AGNC Investment (AGNC) position steady in Q1 2026 at 5,000 shares worth $50.1K. The position accounts for 0.04% of the portfolio, ranked #166.

Wealth Preservation Advisors first reported a position in AGNC in Q2 2025 and has held it in 4 quarters since. The position peaked at $53.6K in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Wealth Preservation Advisors held 5,000 shares of AGNC Investment worth $50.1K as of Q1 2026.
  • Wealth Preservation Advisors left its AGNC Investment share count unchanged in Q1 2026.
  • AGNC Investment made up 0.04% of Wealth Preservation Advisors's portfolio in Q1 2026, its #166 holding.
  • Wealth Preservation Advisors first reported a position in AGNC Investment in Q2 2025 and has held it in 4 quarters since.
  • Wealth Preservation Advisors's AGNC Investment position peaked at $53.6K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.