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WESPAC Advisors SoCal’s AGNC Investment AGNC Stock Holding History

WESPAC Advisors SoCal’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 		$1.94M Buy
177,869
+91,337
+106% +$962K 0.35% 68
2026
Q1 		$868K Buy
+86,532
New +$957K 0.18% 83
2018
Q4 		– Sell
-800
Closed -$14K – 334
2018
Q3 		$14K Buy
+800
New +$15.3K 0.01% 214

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

WESPAC Advisors SoCal's AGNC Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its AGNC Investment (AGNC) stake by 106% in Q2 2026, buying an estimated $962K and bringing the position to 177,869 shares worth $1.94M. The position accounts for 0.35% of the portfolio, ranked #68.

WESPAC Advisors SoCal first reported a position in AGNC in Q3 2018 and has held it in 3 quarters since. 699 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • WESPAC Advisors SoCal held 177,869 shares of AGNC Investment worth $1.94M as of Q2 2026.
  • WESPAC Advisors SoCal bought 91,337 AGNC Investment shares in Q2 2026, an estimated $962K.
  • AGNC Investment made up 0.35% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #68 holding.
  • WESPAC Advisors SoCal first reported a position in AGNC Investment in Q3 2018 and has held it in 3 quarters since.
  • 699 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.