Creative Planning’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.14M | Buy |
412,920
+28,985
| +8% | +$320K | ﹤0.01% | 1339 |
|
|
2025
Q4 | $4.12M | Buy |
383,935
+116,486
| +44% | +$1.2M | ﹤0.01% | 1149 |
|
|
2025
Q3 | $2.62M | Buy |
267,449
+39,653
| +17% | +$384K | ﹤0.01% | 1330 |
|
|
2025
Q2 | $2.09M | Buy |
227,796
+25,222
| +12% | +$226K | ﹤0.01% | 1278 |
|
|
2025
Q1 | $1.94M | Buy |
202,574
+1,918
| +1% | +$19.2K | ﹤0.01% | 1195 |
|
|
2024
Q4 | $1.85M | Buy |
200,656
+10,751
| +6% | +$105K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $1.98M | Buy |
189,905
+19,965
| +12% | +$203K | ﹤0.01% | 1059 |
|
|
2024
Q2 | $1.62M | Buy |
169,940
+129,458
| +320% | +$1.24M | ﹤0.01% | 1097 |
|
|
2024
Q1 | $401K | Buy |
40,482
+1,989
| +5% | +$19.2K | ﹤0.01% | 2023 |
|
|
2023
Q4 | $378K | Sell |
38,493
-5,051
| -12% | -$44.4K | ﹤0.01% | 1917 |
|
|
2023
Q3 | $411K | Sell |
43,544
-506
| -1% | -$5.01K | ﹤0.01% | 1697 |
|
|
2023
Q2 | $446K | Sell |
44,050
-342
| -0.8% | -$3.32K | ﹤0.01% | 1636 |
|
|
2023
Q1 | $447K | Sell |
44,392
-6,508
| -13% | -$70.8K | ﹤0.01% | 1535 |
|
|
2022
Q4 | $527K | Sell |
50,900
-4,624
| -8% | -$42.2K | ﹤0.01% | 1395 |
|
|
2022
Q3 | $468K | Sell |
55,524
-17,825
| -24% | -$209K | ﹤0.01% | 1376 |
|
|
2022
Q2 | $812K | Buy |
73,349
+6,455
| +10% | +$76.5K | ﹤0.01% | 1059 |
|
|
2022
Q1 | $876K | Buy |
66,894
+15,486
| +30% | +$217K | ﹤0.01% | 1049 |
|
|
2021
Q4 | $773K | Sell |
51,408
-13,415
| -21% | -$213K | ﹤0.01% | 1073 |
|
|
2021
Q3 | $1.02M | Sell |
64,823
-5,811
| -8% | -$94.1K | ﹤0.01% | 940 |
|
|
2021
Q2 | $1.19M | Sell |
70,634
-58,290
| -45% | -$1.04M | ﹤0.01% | 866 |
|
|
2021
Q1 | $2.16M | Buy |
128,924
+22,174
| +21% | +$358K | ﹤0.01% | 690 |
|
|
2020
Q4 | $1.67M | Sell |
106,750
-14,729
| -12% | -$218K | ﹤0.01% | 739 |
|
|
2020
Q3 | $1.69M | Buy |
121,479
+6,648
| +6% | +$91.5K | ﹤0.01% | 618 |
|
|
2020
Q2 | $1.48M | Sell |
114,831
-44,550
| -28% | -$559K | ﹤0.01% | 604 |
|
|
2020
Q1 | $1.69M | Buy |
159,381
+71,294
| +81% | +$1.19M | 0.01% | 478 |
|
|
2019
Q4 | $1.56M | Sell |
88,087
-39,200
| -31% | -$667K | ﹤0.01% | 605 |
|
|
2019
Q3 | $2.05M | Sell |
127,287
-2,640
| -2% | -$43.3K | 0.01% | 483 |
|
|
2019
Q2 | $2.19M | Buy |
129,927
+39,776
| +44% | +$691K | 0.01% | 469 |
|
|
2019
Q1 | $1.62M | Sell |
90,151
-10,913
| -11% | -$195K | 0.01% | 537 |
|
|
2018
Q4 | $1.77M | Sell |
101,064
-30,009
| -23% | -$535K | 0.01% | 449 |
|
|
2018
Q3 | $2.44M | Buy |
131,073
+126
| +0.1% | +$2.4K | 0.01% | 425 |
|
|
2018
Q2 | $2.43M | Sell |
130,947
-17,450
| -12% | -$330K | 0.01% | 427 |
|
|
2018
Q1 | $2.81M | Buy |
148,397
+13,379
| +10% | +$254K | 0.01% | 385 |
|
|
2017
Q4 | $2.73M | Buy |
135,018
+2,185
| +2% | +$44.9K | 0.01% | 383 |
|
|
2017
Q3 | $2.88M | Buy |
132,833
+3,394
| +3% | +$72.5K | 0.01% | 363 |
|
|
2017
Q2 | $2.76M | Sell |
129,439
-70,582
| -35% | -$1.47M | 0.01% | 349 |
|
|
2017
Q1 | $3.98M | Buy |
200,021
+32,362
| +19% | +$624K | 0.02% | 256 |
|
|
2016
Q4 | $3.04M | Buy |
+167,659
| New | +$3.18M | 0.02% | 297 |
|
|
2016
Q3 | – | Sell |
-86,013
| Closed | -$1.71M | – | 4553 |
|
|
2016
Q2 | $1.71M | Buy |
86,013
+8,460
| +11% | +$160K | 0.01% | 375 |
|
|
2016
Q1 | $1.45M | Buy |
77,553
+16,025
| +26% | +$285K | 0.01% | 396 |
|
|
2015
Q4 | $1.07M | Buy |
61,528
+5,190
| +9% | +$94.3K | 0.01% | 488 |
|
|
2015
Q3 | $1.05M | Sell |
56,338
-24,662
| -30% | -$474K | 0.01% | 457 |
|
|
2015
Q2 | $1.49M | Buy |
81,000
+25,627
| +46% | +$528K | 0.01% | 365 |
|
|
2015
Q1 | $1.18M | Sell |
55,373
-1,056
| -2% | -$22.8K | 0.01% | 408 |
|
|
2014
Q4 | $1.23M | Buy |
56,429
+12,199
| +28% | +$275K | 0.01% | 385 |
|
|
2014
Q3 | $940K | Buy |
44,230
+10,328
| +30% | +$238K | 0.01% | 422 |
|
|
2014
Q2 | $794K | Sell |
33,902
-13,322
| -28% | -$306K | 0.01% | 462 |
|
|
2014
Q1 | $1.01M | Sell |
47,224
-50,500
| -52% | -$1.08M | 0.02% | 364 |
|
|
2013
Q4 | $1.89M | Buy |
97,724
+7,027
| +8% | +$150K | 0.03% | 192 |
|
|
2013
Q3 | $2.05M | Buy |
90,697
+5,145
| +6% | +$116K | 0.04% | 144 |
|
|
2013
Q2 | $1.97M | Buy |
+85,552
| New | +$2.47M | 0.05% | 133 |
|
Other funds holding AGNC
VCM
VPM
EIC
Creative Planning's AGNC Position: Q1 2026 in Review
Creative Planning increased its AGNC Investment (AGNC) stake by 7.5% in Q1 2026, buying an estimated $320K and bringing the position to 412,920 shares worth $4.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.
Creative Planning first reported a position in AGNC in Q2 2013 and has held it in 51 quarters since. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.
- Creative Planning held 412,920 shares of AGNC Investment worth $4.14M as of Q1 2026.
- Creative Planning bought 28,985 AGNC Investment shares in Q1 2026, an estimated $320K.
- AGNC Investment made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1339 holding.
- Creative Planning first reported a position in AGNC Investment in Q2 2013 and has held it in 51 quarters since.
- 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.