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Financial Life Planners’s AGNC Investment AGNC Stock Holding History

Financial Life Planners’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 		$41.7K Buy
3,826
+129
+3% +$1.36K 0.03% 135
2026
Q1 		$37.1K Buy
+3,697
New +$40.9K 0.03% 137
2025
Q4 		– Sell
-3,457
Closed -$33.8K – 68
2025
Q3 		$33.8K Buy
+3,457
New +$33.5K 0.02% 157
2025
Q1 		– Sell
-3,089
Closed -$28.4K – 91
2024
Q4 		$28.4K Buy
+3,089
New +$30.1K 0.02% 169

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 Life Planners's AGNC Position: Q2 2026 in Review

Financial Life Planners increased its AGNC Investment (AGNC) stake by 3.5% in Q2 2026, buying an estimated $1.36K and bringing the position to 3,826 shares worth $41.7K. The position accounts for 0.03% of the portfolio, ranked #135.

Financial Life Planners first reported a position in AGNC in Q4 2024 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Financial Life Planners held 3,826 shares of AGNC Investment worth $41.7K as of Q2 2026.
  • Financial Life Planners bought 129 AGNC Investment shares in Q2 2026, an estimated $1.36K.
  • AGNC Investment made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #135 holding.
  • Financial Life Planners first reported a position in AGNC Investment in Q4 2024 and has held it in 4 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.