WESPAC Advisors
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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
Q3 		– Sell
-10,398
Closed -$113K – 204
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

WESPAC Advisors's AGNC Position: Q3 2026 in Review

WESPAC Advisors sold out of AGNC Investment (AGNC) in Q3 2026, closing a stake of 10,398 shares — an estimated $113K sold.

WESPAC Advisors first reported a position in AGNC in Q2 2023 and held it in 5 quarters. The position peaked at $289K in Q1 2024. 422 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • WESPAC Advisors reported no remaining AGNC Investment position as of Q3 2026 after selling out during the quarter.
  • WESPAC Advisors sold 10,398 AGNC Investment shares in Q3 2026, an estimated $113K.
  • WESPAC Advisors first reported a position in AGNC Investment in Q2 2023 and held it in 5 quarters.
  • WESPAC Advisors's AGNC Investment position peaked at $289K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.