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Bright Futures Wealth Management’s AGNC Investment AGNC Stock Holding History

Bright Futures 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 		$127K Sell
11,695
-42
-0.4% -$443 0.08% 203
2026
Q1 		$118K Buy
11,737
+12
+0.1% +$133 0.08% 182
2025
Q4 		$126K Buy
11,725
+407
+4% +$4.18K 0.09% 159
2025
Q3 		$111K Buy
+11,318
New +$110K 0.09% 144

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Bright Futures Wealth Management's AGNC Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its AGNC Investment (AGNC) stake by 0.36% in Q2 2026, selling an estimated $443 and leaving 11,695 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #203.

Bright Futures Wealth Management first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Bright Futures Wealth Management held 11,695 shares of AGNC Investment worth $127K as of Q2 2026.
  • Bright Futures Wealth Management sold 42 AGNC Investment shares in Q2 2026, an estimated $443.
  • AGNC Investment made up 0.08% of Bright Futures Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Bright Futures Wealth Management first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.