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Bleakley Financial Group’s AGNC Investment AGNC Stock Holding History

Bleakley Financial Group’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 		$561K Buy
+51,441
New +$542K 0.01% 769

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

Bleakley Financial Group's AGNC Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in AGNC Investment (AGNC) in Q2 2026: 51,441 shares worth $561K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings.

700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Bleakley Financial Group held 51,441 shares of AGNC Investment worth $561K as of Q2 2026.
  • AGNC Investment was a new Bleakley Financial Group position in Q2 2026.
  • AGNC Investment made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #769 holding.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.