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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
2026
Q2 		$204K Buy
+18,760
New +$198K 0.03% 166
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

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

Financial Gravity Companies's AGNC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in AGNC Investment (AGNC) in Q2 2026: 18,760 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AGNC as recently as Q2 2025.

Financial Gravity Companies first reported a position in AGNC in Q4 2017 and has held it in 5 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Financial Gravity Companies held 18,760 shares of AGNC Investment worth $204K as of Q2 2026.
  • AGNC Investment was a new Financial Gravity Companies position in Q2 2026.
  • AGNC Investment made up 0.03% of Financial Gravity Companies's portfolio in Q2 2026, its #166 holding.
  • Financial Gravity Companies first reported a position in AGNC Investment in Q4 2017 and has held it in 5 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.