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Everest Financial Group’s AGNC Investment AGNC Stock Holding History

Everest Financial 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
Q2 		$340K Hold
31,200
– – 0.05% 169
2026
Q1 		$313K Buy
+31,200
New +$345K 0.05% 154

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Everest Financial Group's AGNC Position: Q2 2026 in Review

Everest Financial Group held its AGNC Investment (AGNC) position steady in Q2 2026 at 31,200 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #169.

Everest Financial Group first reported a position in AGNC in Q1 2026 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Everest Financial Group held 31,200 shares of AGNC Investment worth $340K as of Q2 2026.
  • Everest Financial Group left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #169 holding.
  • Everest Financial Group first reported a position in AGNC Investment in Q1 2026 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.