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WJ Financial Advisors’s AGNC Investment AGNC Stock Holding History

WJ 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
2026
Q2 		$535K Sell
49,103
-1,245
-2% -$13.1K 0.39% 72
2026
Q1 		$505K Sell
50,348
-4,665
-8% -$51.6K 0.41% 73
2025
Q4 		$590K Sell
55,013
-15,566
-22% -$160K 0.53% 63
2025
Q3 		$691K Buy
+70,579
New +$684K 0.67% 45

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

WJ Financial Advisors's AGNC Position: Q2 2026 in Review

WJ Financial Advisors reduced its AGNC Investment (AGNC) stake by 2.5% in Q2 2026, selling an estimated $13.1K and leaving 49,103 shares worth $535K. The position accounts for 0.39% of the portfolio, ranked #72.

WJ Financial Advisors first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $691K in Q3 2025. 702 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • WJ Financial Advisors held 49,103 shares of AGNC Investment worth $535K as of Q2 2026.
  • WJ Financial Advisors sold 1,245 AGNC Investment shares in Q2 2026, an estimated $13.1K.
  • AGNC Investment made up 0.39% of WJ Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • WJ Financial Advisors first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's AGNC Investment position peaked at $691K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.