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Altshuler Shaham’s AGNC Investment AGNC Stock Holding History

Altshuler Shaham’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 		$34.5K Buy
+3,164
New +$33.3K ﹤0.01% 242
2022
Q2 		– Sell
-15,572
Closed -$205K – 447
2022
Q1 		$205K Buy
15,572
+1,197
+8% +$16.7K ﹤0.01% 214
2021
Q4 		$217K Buy
14,375
+3,454
+32% +$54.7K ﹤0.01% 240
2021
Q3 		$174K Buy
10,921
+3,484
+47% +$56.4K ﹤0.01% 275
2021
Q2 		$126K Buy
+7,437
New +$132K ﹤0.01% 288
2020
Q2 		– Sell
-9,232
Closed -$98K – 332
2020
Q1 		$98K Sell
9,232
-6,316
-41% -$105K ﹤0.01% 171
2019
Q4 		$275K Buy
15,548
+233
+2% +$3.96K 0.01% 117
2019
Q3 		$245K Buy
15,315
+9,109
+147% +$150K 0.01% 106
2019
Q2 		$104K Buy
6,206
+2,894
+87% +$50.3K ﹤0.01% 137
2019
Q1 		$60K Buy
3,312
+649
+24% +$11.6K ﹤0.01% 111
2018
Q4 		$47K Sell
2,663
-176
-6% -$3.14K ﹤0.01% 118
2018
Q3 		$53K Buy
2,839
+2,644
+1,356% +$50.4K ﹤0.01% 118
2018
Q2 		$4K Buy
+195
New +$3.68K ﹤0.01% 174

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 $3.38T AUM 44.17% 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

Altshuler Shaham's AGNC Position: Q2 2026 in Review

Altshuler Shaham opened a new position in AGNC Investment (AGNC) in Q2 2026: 3,164 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in AGNC as recently as Q1 2022.

Altshuler Shaham first reported a position in AGNC in Q2 2018 and has held it in 13 quarters since. The position peaked at $275K in Q4 2019. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Altshuler Shaham held 3,164 shares of AGNC Investment worth $34.5K as of Q2 2026.
  • AGNC Investment was a new Altshuler Shaham position in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #242 holding.
  • Altshuler Shaham first reported a position in AGNC Investment in Q2 2018 and has held it in 13 quarters since.
  • Altshuler Shaham's AGNC Investment position peaked at $275K in Q4 2019.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.