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BOLTON SECURITIES CORPORATION’s AGNC Investment AGNC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$635K Buy
+63,278
New +$700K 0.03% 482
2025
Q3 		$619K Buy
+63,278
New +$613K 0.03% 462
2025
Q1 		$613K Buy
+64,001
New +$639K 0.04% 433

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 $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AGNC Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in AGNC Investment (AGNC) in Q1 2026: 63,278 shares worth $635K. The stake represents 0.03% of the portfolio and ranks #482 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in AGNC as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in AGNC in Q1 2025 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 63,278 shares of AGNC Investment worth $635K as of Q1 2026.
  • AGNC Investment was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • AGNC Investment made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #482 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in AGNC Investment in Q1 2025 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.