Creative Planning
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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.