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Bartlett & Co Wealth Management’s AGNC Investment AGNC Stock Holding History

Bartlett & Co Wealth Management’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 		$154 Hold
14
– – ﹤0.01% 1293
2026
Q1 		$149 Buy
+14
New +$155 ﹤0.01% 1229
2018
Q2 		– Sell
-100
Closed -$1.89K – 711
2018
Q1 		$1.89K Buy
+100
New +$1.9K ﹤0.01% 691

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

Bartlett & Co Wealth Management's AGNC Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its AGNC Investment (AGNC) position steady in Q2 2026 at 14 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Bartlett & Co Wealth Management first reported a position in AGNC in Q1 2018 and has held it in 3 quarters since. The position peaked at $1.89K in Q1 2018. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Bartlett & Co Wealth Management held 14 shares of AGNC Investment worth $154 as of Q2 2026.
  • Bartlett & Co Wealth Management left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1293 holding.
  • Bartlett & Co Wealth Management first reported a position in AGNC Investment in Q1 2018 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's AGNC Investment position peaked at $1.89K in Q1 2018.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.