FGAM
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Financial Gravity Asset Management’s AGNC Investment AGNC Stock Holding History

Financial Gravity Asset Management’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
Q1 		$188K Buy
+18,760
New +$207K 0.03% 163
2025
Q1 		$180K Buy
+18,760
New +$187K 0.04% 158
2018
Q3 		$3K Buy
168
+17
+11% +$324 ﹤0.01% 829
2018
Q2 		$3K Buy
151
+44
+41% +$831 ﹤0.01% 865
2018
Q1 		$2K Buy
+107
New +$2.03K ﹤0.01% 919

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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's AGNC Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in AGNC Investment (AGNC) in Q1 2026: 18,760 shares worth $188K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AGNC as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in AGNC in Q1 2018 and has held it in 5 quarters since. 680 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Financial Gravity Asset Management held 18,760 shares of AGNC Investment worth $188K as of Q1 2026.
  • AGNC Investment was a new Financial Gravity Asset Management position in Q1 2026.
  • AGNC Investment made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #163 holding.
  • Financial Gravity Asset Management first reported a position in AGNC Investment in Q1 2018 and has held it in 5 quarters since.
  • 680 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.