Balance Wealth
AGNC icon

Balance Wealth’s AGNC Investment AGNC Stock Holding History

Balance Wealth’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 		$262 Buy
+29
New +$308 ﹤0.01% 922

Other funds holding AGNC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Balance Wealth's AGNC Position: Q3 2026 in Review

Balance Wealth opened a new position in AGNC Investment (AGNC) in Q3 2026: 29 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

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

  • Balance Wealth held 29 shares of AGNC Investment worth $262 as of Q3 2026.
  • AGNC Investment was a new Balance Wealth position in Q3 2026.
  • AGNC Investment made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #922 holding.
  • 583 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.