Clarkston Capital Partners’s AGNC Investment AGNC Stock Holding History

Clarkston Capital 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 Q1	–	Sell	-10,975	Closed	-$118K	–	106
2025 Q4	$118K	Buy	+10,975	New	+$113K	﹤0.01%	177
2022 Q4	–	Sell	-100,000	Closed	-$842K	–	176
2022 Q3	$842K	Buy	100,000 +30,000	+43%	+$352K	0.02%	99
2022 Q2	$775K	Hold	70,000	–	–	0.01%	102
2022 Q1	$917K	Buy	+70,000	New	+$979K	0.02%	103

Other funds holding AGNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return