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Wealthspire Advisors (New York)’s AGNC Investment AGNC Stock Holding History

Wealthspire Advisors (New York)’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 		$1.21M Sell
110,853
-22
-0% -$232 0.01% 521
2026
Q1 		$1.11M Buy
110,875
+6,588
+6% +$72.8K 0.01% 389
2025
Q4 		$1.12M Buy
104,287
+907
+0.9% +$9.32K 0.01% 405
2025
Q3 		$1.01M Buy
103,380
+56,288
+120% +$546K 0.01% 392
2025
Q2 		$433K Buy
+47,092
New +$421K ﹤0.01% 570
2022
Q1 		– Sell
-11,259
Closed -$169K – 434
2021
Q4 		$169K Buy
+11,259
New +$178K ﹤0.01% 522

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

Wealthspire Advisors (New York)'s AGNC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its AGNC Investment (AGNC) stake by 0.02% in Q2 2026, selling an estimated $232 and leaving 110,853 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #521.

Wealthspire Advisors (New York) first reported a position in AGNC in Q4 2021 and has held it in 6 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Wealthspire Advisors (New York) held 110,853 shares of AGNC Investment worth $1.21M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 22 AGNC Investment shares in Q2 2026, an estimated $232.
  • AGNC Investment made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #521 holding.
  • Wealthspire Advisors (New York) first reported a position in AGNC Investment in Q4 2021 and has held it in 6 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.