CFFP
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Center for Financial Planning’s AGNC Investment AGNC Stock Holding History

Center for Financial Planning’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 		$33 Hold
3
– – ﹤0.01% 655
2026
Q1 		$31 Hold
3
– – ﹤0.01% 649
2025
Q4 		$33 Hold
3
– – ﹤0.01% 695
2025
Q3 		$30 Hold
3
– – ﹤0.01% 657
2025
Q2 		$28 Hold
3
– – ﹤0.01% 644
2025
Q1 		$29 Hold
3
– – ﹤0.01% 696
2024
Q4 		$28 Hold
3
– – ﹤0.01% 667
2024
Q3 		$32 Hold
3
– – ﹤0.01% 573
2024
Q2 		$29 Hold
3
– – ﹤0.01% 579
2024
Q1 		$30 Hold
3
– – ﹤0.01% 605
2023
Q4 		$30 Buy
+3
New +$26 ﹤0.01% 522

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

Center for Financial Planning's AGNC Position: Q2 2026 in Review

Center for Financial Planning held its AGNC Investment (AGNC) position steady in Q2 2026 at 3 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Center for Financial Planning first reported a position in AGNC in Q4 2023 and has held it in 11 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Center for Financial Planning held 3 shares of AGNC Investment worth $33 as of Q2 2026.
  • Center for Financial Planning left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #655 holding.
  • Center for Financial Planning first reported a position in AGNC Investment in Q4 2023 and has held it in 11 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.