Cornerstone Planning Group
AGNC icon

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
Q3 		– Sell
-216
Closed -$2.32K – 218
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

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Penn Mutual Asset Management
Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Cornerstone Planning Group's AGNC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of AGNC Investment (AGNC) in Q3 2026, closing a stake of 216 shares — an estimated $2.32K sold.

Cornerstone Planning Group first reported a position in AGNC in Q2 2024 and held it in 9 quarters. The position peaked at $58.1K in Q3 2025. 143 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining AGNC Investment position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 216 AGNC Investment shares in Q3 2026, an estimated $2.32K.
  • Cornerstone Planning Group first reported a position in AGNC Investment in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's AGNC Investment position peaked at $58.1K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.