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Creative Financial Designs’s AGNC Investment AGNC Stock Holding History

Creative Financial Designs’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 		$244K Buy
22,386
+5,000
+29% +$52.7K 0.01% 565
2026
Q1 		$174K Sell
17,386
-9,000
-34% -$99.5K 0.01% 541
2025
Q4 		$283K Buy
26,386
+8,275
+46% +$85.1K 0.02% 410
2025
Q3 		$177K Hold
18,111
– – 0.01% 499
2025
Q2 		$166K Hold
18,111
– – 0.01% 537
2025
Q1 		$174K Buy
18,111
+386
+2% +$3.85K 0.01% 483
2024
Q4 		$163K Sell
17,725
-1,131
-6% -$11K 0.01% 494
2024
Q3 		$197K Sell
18,856
-7,461
-28% -$75.8K 0.02% 451
2024
Q2 		$251K Buy
26,317
+40
+0.2% +$383 0.02% 387
2024
Q1 		$260K Buy
26,277
+39
+0.1% +$376 0.02% 364
2023
Q4 		$257K Buy
26,238
+3,013
+13% +$26.5K 0.03% 341
2023
Q3 		$219K Hold
23,225
– – 0.03% 315
2023
Q2 		$235K Hold
23,225
– – 0.03% 317
2023
Q1 		$234K Buy
23,225
+22,500
+3,103% +$245K 0.03% 306
2022
Q4 		$7.5K Hold
725
– – ﹤0.01% 951
2022
Q3 		$6K Hold
725
– – ﹤0.01% 985
2022
Q2 		$8K Hold
725
– – ﹤0.01% 898
2022
Q1 		$9K Hold
725
– – ﹤0.01% 917
2021
Q4 		$11K Hold
725
– – ﹤0.01% 873
2021
Q3 		$11K Hold
725
– – ﹤0.01% 986
2021
Q2 		$12K Hold
725
– – ﹤0.01% 972
2021
Q1 		$12K Hold
725
– – ﹤0.01% 894
2020
Q4 		$11K Hold
725
– – ﹤0.01% 839
2020
Q3 		$10K Sell
725
-4,023
-85% -$55.4K ﹤0.01% 793
2020
Q2 		$61K Buy
4,748
+4,023
+555% +$50.5K 0.02% 389
2020
Q1 		$8K Hold
725
– – ﹤0.01% 359
2019
Q4 		$13K Hold
725
– – 0.01% 370
2019
Q3 		$11K Hold
725
– – 0.01% 393
2019
Q2 		$12K Buy
+725
New +$12.6K 0.01% 380

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

Creative Financial Designs's AGNC Position: Q2 2026 in Review

Creative Financial Designs increased its AGNC Investment (AGNC) stake by 29% in Q2 2026, buying an estimated $52.7K and bringing the position to 22,386 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #565.

Creative Financial Designs first reported a position in AGNC in Q2 2019 and has held it in 29 quarters since. The position peaked at $283K in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Creative Financial Designs held 22,386 shares of AGNC Investment worth $244K as of Q2 2026.
  • Creative Financial Designs bought 5,000 AGNC Investment shares in Q2 2026, an estimated $52.7K.
  • AGNC Investment made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #565 holding.
  • Creative Financial Designs first reported a position in AGNC Investment in Q2 2019 and has held it in 29 quarters since.
  • Creative Financial Designs's AGNC Investment position peaked at $283K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.