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Cornerstone Planning Group’s AGNC Investment AGNC Stock Holding History

Cornerstone Planning 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
2026
Q1 		$1.58K Buy
148
+5
+3% +$55 ﹤0.01% 1347
2025
Q4 		$1.72K Sell
143
-214
-60% -$2.2K ﹤0.01% 1220
2025
Q3 		$58.1K Sell
357
-245
-41% -$2.38K 0.01% 304
2025
Q2 		$5.78K Sell
602
-95
-14% -$850 ﹤0.01% 690
2025
Q1 		$6K Buy
697
+502
+257% +$5.01K ﹤0.01% 686
2024
Q4 		$1.91K Buy
195
+95
+95% +$927 ﹤0.01% 807
2024
Q3 		$954 Hold
100
– – ﹤0.01% 941
2024
Q2 		$978 Buy
+100
New +$957 ﹤0.01% 942

Other funds holding AGNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $564B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
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 $70.4B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return