Forum Finance Group’s AGNC Investment AGNC Stock Holding History

Forum Finance 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	$34K	Hold	3,840	–	–	0.01%	247
2026 Q1	$31K	Buy	+3,840	New	+$42.5K	0.02%	227

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forum Finance Group's AGNC Position: Q2 2026 in Review

Forum Finance Group held its AGNC Investment (AGNC) position steady in Q2 2026 at 3,840 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #247.

Forum Finance 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.

Forum Finance Group held 3,840 shares of AGNC Investment worth $34K as of Q2 2026.
Forum Finance Group left its AGNC Investment share count unchanged in Q2 2026.
AGNC Investment made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #247 holding.
Forum Finance 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 Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.