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Avantax Planning Partners’s AGNC Investment AGNC Stock Holding History

Avantax Planning Partners’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 		$261K Sell
23,908
-2,929
-11% -$30.9K 0.01% 389
2026
Q1 		$269K Sell
26,837
-3,118
-10% -$34.5K 0.01% 372
2025
Q4 		$321K Hold
29,955
– – 0.01% 346
2025
Q3 		$293K Hold
29,955
– – 0.01% 355
2025
Q2 		$275K Buy
29,955
+16,350
+120% +$146K 0.01% 370
2025
Q1 		$130K Sell
13,605
-1,526
-10% -$15.2K ﹤0.01% 421
2024
Q4 		$139K Sell
15,131
-3,138
-17% -$30.6K 0.01% 420
2024
Q3 		$191K Buy
18,269
+801
+5% +$8.14K 0.01% 421
2024
Q2 		$167K Sell
17,468
-1,476
-8% -$14.1K 0.01% 449
2024
Q1 		$188K Buy
18,944
+3,471
+22% +$33.5K 0.01% 449
2023
Q4 		$152K Sell
15,473
-260
-2% -$2.29K 0.01% 366
2023
Q3 		$149K Buy
15,733
+820
+5% +$8.12K 0.01% 350
2023
Q2 		$151K Buy
14,913
+973
+7% +$9.46K 0.01% 359
2023
Q1 		$141K Buy
+13,940
New +$152K 0.01% 362
2018
Q4 		– Sell
-3,785
Closed -$71K – 298
2018
Q3 		$71K Buy
+3,785
New +$72.2K 0.01% 410
2018
Q2 		– Sell
-11,577
Closed -$219K – 265
2018
Q1 		$219K Sell
11,577
-1,040
-8% -$19.7K 0.02% 279
2017
Q4 		$255K Sell
12,617
-973
-7% -$20K 0.02% 253
2017
Q3 		$295K Buy
+13,590
New +$290K 0.02% 272

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

Avantax Planning Partners's AGNC Position: Q2 2026 in Review

Avantax Planning Partners reduced its AGNC Investment (AGNC) stake by 11% in Q2 2026, selling an estimated $30.9K and leaving 23,908 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #389.

Avantax Planning Partners first reported a position in AGNC in Q3 2017 and has held it in 18 quarters since. The position peaked at $321K in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Avantax Planning Partners held 23,908 shares of AGNC Investment worth $261K as of Q2 2026.
  • Avantax Planning Partners sold 2,929 AGNC Investment shares in Q2 2026, an estimated $30.9K.
  • AGNC Investment made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #389 holding.
  • Avantax Planning Partners first reported a position in AGNC Investment in Q3 2017 and has held it in 18 quarters since.
  • Avantax Planning Partners's AGNC Investment position peaked at $321K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.