Cerity Partners
AGNC icon

Cerity Partners’s AGNC Investment AGNC Stock Holding History

Cerity Partners’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 		$873K Buy
80,123
+13,747
+21% +$145K ﹤0.01% 2079
2026
Q1 		$666K Buy
66,376
+9,374
+16% +$104K ﹤0.01% 2109
2025
Q4 		$611K Buy
57,002
+24,101
+73% +$248K ﹤0.01% 1981
2025
Q3 		$322K Buy
32,901
+14,394
+78% +$140K ﹤0.01% 2226
2025
Q2 		$171K Sell
18,507
-12,465
-40% -$112K ﹤0.01% 2393
2025
Q1 		$298K Sell
30,972
-1,713
-5% -$17.1K ﹤0.01% 2021
2024
Q4 		$313K Buy
32,685
+13,934
+74% +$136K ﹤0.01% 2010
2024
Q3 		$196K Buy
18,751
+4,118
+28% +$41.9K ﹤0.01% 2325
2024
Q2 		$140K Sell
14,633
-4,544
-24% -$43.5K ﹤0.01% 2077
2024
Q1 		$190K Buy
19,177
+8,325
+77% +$80.3K ﹤0.01% 2124
2023
Q4 		$106K Sell
10,852
-10,994
-50% -$96.6K ﹤0.01% 1783
2023
Q3 		$206K Buy
21,846
+4,984
+30% +$49.3K ﹤0.01% 1278
2023
Q2 		$171K Sell
16,862
-147
-0.9% -$1.43K ﹤0.01% 1510
2023
Q1 		$171K Buy
17,009
+1,422
+9% +$15.5K ﹤0.01% 1733
2022
Q4 		$161K Sell
15,587
-7,874
-34% -$71.9K ﹤0.01% 1372
2022
Q3 		$198K Sell
23,461
-1,116
-5% -$13.1K ﹤0.01% 1058
2022
Q2 		$272K Buy
24,577
+7,570
+45% +$89.7K ﹤0.01% 944
2022
Q1 		$223K Sell
17,007
-799
-4% -$11.2K ﹤0.01% 831
2021
Q4 		$268K Sell
17,806
-2,280
-11% -$36.1K ﹤0.01% 819
2021
Q3 		$317K Buy
20,086
+3,350
+20% +$54.3K 0.01% 553
2021
Q2 		$283K Hold
16,736
– – 0.01% 600
2021
Q1 		$280K Buy
16,736
+16
+0.1% +$259 0.01% 565
2020
Q4 		$261K Hold
16,720
– – 0.01% 552
2020
Q3 		$233K Sell
16,720
-1,835
-10% -$25.3K 0.01% 439
2020
Q2 		$239K Sell
18,555
-38,298
-67% -$480K 0.01% 386
2020
Q1 		$602K Buy
56,853
+31
+0.1% +$517 0.04% 264
2019
Q4 		$1M Buy
+56,822
New +$967K 0.05% 241

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

Cerity Partners's AGNC Position: Q2 2026 in Review

Cerity Partners increased its AGNC Investment (AGNC) stake by 21% in Q2 2026, buying an estimated $145K and bringing the position to 80,123 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Cerity Partners first reported a position in AGNC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1M in Q4 2019. 667 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Cerity Partners held 80,123 shares of AGNC Investment worth $873K as of Q2 2026.
  • Cerity Partners bought 13,747 AGNC Investment shares in Q2 2026, an estimated $145K.
  • AGNC Investment made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2079 holding.
  • Cerity Partners first reported a position in AGNC Investment in Q4 2019 and has held it in 27 quarters since.
  • Cerity Partners's AGNC Investment position peaked at $1M in Q4 2019.
  • 667 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.