Align Financial’s AGNC Investment AGNC Stock Holding History

Align Financial’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	$345	Buy	+38	New	+$404	﹤0.01%	549

Other funds holding AGNC

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Align Financial's AGNC Position: Q3 2026 in Review

Align Financial opened a new position in AGNC Investment (AGNC) in Q3 2026: 38 shares worth $345. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings.

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

Align Financial held 38 shares of AGNC Investment worth $345 as of Q3 2026.
AGNC Investment was a new Align Financial position in Q3 2026.
AGNC Investment made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #549 holding.
117 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.