West Financial Advisors’s AGNC Investment AGNC Stock Holding History

West Financial 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
2025 Q1	–	Sell	-101	Closed	-$933	–	204
2024 Q4	$933	Buy	+101	New	+$985	﹤0.01%	188

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

West Financial Advisors's AGNC Position: Q1 2025 in Review

West Financial Advisors sold out of AGNC Investment (AGNC) in Q1 2025, closing a stake of 101 shares — an estimated $933 sold.

West Financial Advisors first reported a position in AGNC in Q4 2024 and held it in 1 quarter. The position peaked at $933 in Q4 2024. 563 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

West Financial Advisors reported no remaining AGNC Investment position as of Q1 2025 after selling out during the quarter.
West Financial Advisors sold 101 AGNC Investment shares in Q1 2025, an estimated $933.
West Financial Advisors first reported a position in AGNC Investment in Q4 2024 and held it in 1 quarter.
West Financial Advisors's AGNC Investment position peaked at $933 in Q4 2024.
563 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.