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Financial Gravity Companies’s AGNC Investment AGNC Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$172K Buy
+18,760
New +$168K 0.03% 170
2024
Q4 		$98.9K Buy
+10,741
New +$105K 0.02% 204
2018
Q1 		$2K Buy
107
+48
+81% +$911 ﹤0.01% 919
2017
Q4 		$1K Buy
+59
New +$1.21K ﹤0.01% 1033

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Financial Gravity Companies's AGNC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in AGNC Investment (AGNC) in Q2 2025: 18,760 shares worth $172K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AGNC as recently as Q4 2024.

Financial Gravity Companies first reported a position in AGNC in Q4 2017 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold AGNC as of Q2 2025.

  • Financial Gravity Companies held 18,760 shares of AGNC Investment worth $172K as of Q2 2025.
  • AGNC Investment was a new Financial Gravity Companies position in Q2 2025.
  • AGNC Investment made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #170 holding.
  • Financial Gravity Companies first reported a position in AGNC Investment in Q4 2017 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.