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Cornerstone Financial Management’s AGNC Investment AGNC Stock Holding History

Cornerstone Financial 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 		$5.14K Buy
472
+358
+314% +$3.77K ﹤0.01% 614
2026
Q1 		$1.14K Sell
114
-117
-51% -$1.29K ﹤0.01% 920
2025
Q4 		$2.48K Buy
+231
New +$2.38K ﹤0.01% 619

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's AGNC Position: Q2 2026 in Review

Cornerstone Financial Management increased its AGNC Investment (AGNC) stake by 314% in Q2 2026, buying an estimated $3.77K and bringing the position to 472 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Cornerstone Financial Management first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Cornerstone Financial Management held 472 shares of AGNC Investment worth $5.14K as of Q2 2026.
  • Cornerstone Financial Management bought 358 AGNC Investment shares in Q2 2026, an estimated $3.77K.
  • AGNC Investment made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #614 holding.
  • Cornerstone Financial Management first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.