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Wedmont Private Capital’s AGNC Investment AGNC Stock Holding History

Wedmont Private Capital’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 		$821K Buy
73,805
+988
+1% +$10.4K 0.02% 399
2026
Q1 		$751K Buy
72,817
+4,603
+7% +$50.9K 0.02% 380
2025
Q4 		$754K Buy
68,214
+1,463
+2% +$15K 0.03% 358
2025
Q3 		$667K Buy
66,751
+14,858
+29% +$144K 0.02% 368
2025
Q2 		$493K Sell
51,893
-892
-2% -$7.98K 0.02% 436
2025
Q1 		$441K Buy
52,785
+10,340
+24% +$103K 0.02% 417
2024
Q4 		$388K Sell
42,445
-751
-2% -$7.33K 0.02% 460
2024
Q3 		$438K Sell
43,196
-11,351
-21% -$115K 0.03% 401
2024
Q2 		$570K Buy
54,547
+15,356
+39% +$147K 0.04% 312
2024
Q1 		$383K Buy
39,191
+41
+0.1% +$395 0.03% 382
2023
Q4 		$390K Sell
39,150
-550
-1% -$4.83K 0.03% 366
2023
Q3 		$361K Buy
39,700
+254
+0.6% +$2.51K 0.04% 331
2023
Q2 		$400K Sell
39,446
-104
-0.3% -$1.01K 0.04% 305
2023
Q1 		$396K Sell
39,550
-927
-2% -$10.1K 0.05% 265
2022
Q4 		$439K Buy
40,477
+3,760
+10% +$34.4K 0.07% 228
2022
Q3 		$309K Buy
36,717
+1,677
+5% +$19.7K 0.06% 241
2022
Q2 		$388K Buy
35,040
+4,683
+15% +$55.5K 0.08% 175
2022
Q1 		$397K Buy
+30,357
New +$424K 0.09% 176

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SWM
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FF
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CFG
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GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
S
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HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return