WA
AGNC icon

WESPAC Advisors’s AGNC Investment AGNC Stock Holding History

WESPAC 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 		$113K Buy
+10,398
New +$110K 0.06% 197
2024
Q2 		– Sell
-29,228
Closed -$289K – 143
2024
Q1 		$289K Buy
29,228
+7,422
+34% +$71.6K 0.17% 142
2023
Q4 		$214K Buy
21,806
+805
+4% +$7.08K 0.15% 141
2023
Q3 		$198K Buy
21,001
+9,395
+81% +$93K 0.15% 137
2023
Q2 		$118K Buy
+11,606
New +$113K 0.09% 124

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's AGNC Position: Q2 2026 in Review

WESPAC Advisors opened a new position in AGNC Investment (AGNC) in Q2 2026: 10,398 shares worth $113K. The stake represents 0.06% of the portfolio and ranks #197 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in AGNC as recently as Q1 2024.

WESPAC Advisors first reported a position in AGNC in Q2 2023 and has held it in 5 quarters since. The position peaked at $289K in Q1 2024. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • WESPAC Advisors held 10,398 shares of AGNC Investment worth $113K as of Q2 2026.
  • AGNC Investment was a new WESPAC Advisors position in Q2 2026.
  • AGNC Investment made up 0.06% of WESPAC Advisors's portfolio in Q2 2026, its #197 holding.
  • WESPAC Advisors first reported a position in AGNC Investment in Q2 2023 and has held it in 5 quarters since.
  • WESPAC Advisors's AGNC Investment position peaked at $289K in Q1 2024.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.