Creative Planning
AGNC icon

Creative Planning’s AGNC Investment AGNC Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-2,000
Closed -$6K – 2145
2020
Q2 		$6K Buy
+2,000
New +$25.1K ﹤0.01% 1902

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 Planning's AGNC Position: Q2 2026 in Review

Creative Planning reduced its AGNC Investment (AGNC) stake by 7.7% in Q2 2026, selling an estimated $336K and leaving 381,039 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Creative Planning first reported a position in AGNC in Q2 2013 and has held it in 52 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Creative Planning held 381,039 shares of AGNC Investment worth $4.15M as of Q2 2026.
  • Creative Planning sold 31,881 AGNC Investment shares in Q2 2026, an estimated $336K.
  • AGNC Investment made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1545 holding.
  • Creative Planning first reported a position in AGNC Investment in Q2 2013 and has held it in 52 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.