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Winebrenner Capital Management’s AGNC Investment AGNC Stock Holding History

Winebrenner Capital Management’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
Q1 		– Sell
-36,200
Closed -$388K – 141
2025
Q4 		$388K Sell
36,200
-20,000
-36% -$206K 0.26% 96
2025
Q3 		$550K Sell
56,200
-20,000
-26% -$194K 0.4% 76
2025
Q2 		$700K Hold
76,200
– – 0.57% 57
2025
Q1 		$730K Buy
76,200
+2,200
+3% +$22K 0.66% 50
2024
Q4 		$682K Buy
+74,000
New +$722K 0.53% 61

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winebrenner Capital Management's AGNC Position: Q1 2026 in Review

Winebrenner Capital Management sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 36,200 shares — an estimated $388K sold.

Winebrenner Capital Management first reported a position in AGNC in Q4 2024 and held it in 5 quarters. The position peaked at $730K in Q1 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Winebrenner Capital Management reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Winebrenner Capital Management sold 36,200 AGNC Investment shares in Q1 2026, an estimated $388K.
  • Winebrenner Capital Management first reported a position in AGNC Investment in Q4 2024 and held it in 5 quarters.
  • Winebrenner Capital Management's AGNC Investment position peaked at $730K in Q1 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Winebrenner Capital Management's 13F filing for Q1 2026, filed 10 Apr 2026.