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Capstone Financial Group’s AGNC Investment AGNC Stock Holding History

Capstone 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
2020
Q3 		$319K Buy
+22,872
New +$315K 0.25% 63

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Capstone Financial Group's AGNC Position: Q3 2020 in Review

Capstone Financial Group opened a new position in AGNC Investment (AGNC) in Q3 2020: 22,872 shares worth $319K. The stake represents 0.25% of the portfolio and ranks #63 among its holdings.

446 funds tracked by Wall St. Rank hold AGNC as of Q3 2020.

  • Capstone Financial Group held 22,872 shares of AGNC Investment worth $319K as of Q3 2020.
  • AGNC Investment was a new Capstone Financial Group position in Q3 2020.
  • AGNC Investment made up 0.25% of Capstone Financial Group's portfolio in Q3 2020, its #63 holding.
  • 446 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.