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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
Q2 		$2.32K Buy
216
+68
+46% +$716 ﹤0.01% 1285
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 $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

Cornerstone Planning Group's AGNC Position: Q2 2026 in Review

Cornerstone Planning Group increased its AGNC Investment (AGNC) stake by 46% in Q2 2026, buying an estimated $716 and bringing the position to 216 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Cornerstone Planning Group first reported a position in AGNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $58.1K in Q3 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Cornerstone Planning Group held 216 shares of AGNC Investment worth $2.32K as of Q2 2026.
  • Cornerstone Planning Group bought 68 AGNC Investment shares in Q2 2026, an estimated $716.
  • AGNC Investment made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1285 holding.
  • Cornerstone Planning Group first reported a position in AGNC Investment in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's AGNC Investment position peaked at $58.1K in Q3 2025.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.