Superior Planning, LLC’s AGNC Investment AGNC Stock Holding History

Superior Planning, LLC’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	$789	Buy	+87	New	+$924	﹤0.01%	1803

Other funds holding AGNC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's AGNC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AGNC Investment (AGNC) in Q3 2026: 87 shares worth $789. The stake represents ﹤0.01% of the portfolio and ranks #1803 among its holdings.

493 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

Superior Planning, LLC held 87 shares of AGNC Investment worth $789 as of Q3 2026.
AGNC Investment was a new Superior Planning, LLC position in Q3 2026.
AGNC Investment made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1803 holding.
493 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.