Frank Rimerman Advisors’s AGNC Investment AGNC Stock Holding History

Frank Rimerman Advisors’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	$872K	Sell	79,983 -61,195	-43%	-$645K	0.05%	283
2026 Q1	$1.42M	Hold	141,178	–	–	0.09%	175
2025 Q4	$1.51M	Buy	141,178 +77,971	+123%	+$802K	0.1%	168
2025 Q3	$619K	Buy	63,207 +28,840	+84%	+$280K	0.04%	318
2025 Q2	$316K	Buy	34,367 +114	+0.3%	+$1.02K	0.02%	443
2025 Q1	$328K	Buy	34,253 +17,626	+106%	+$176K	0.03%	393
2024 Q4	$153K	Sell	16,627 -29,913	-64%	-$292K	0.01%	511
2024 Q3	$487K	Buy	46,540 +760	+2%	+$7.73K	0.03%	330
2024 Q2	$437K	Buy	+45,780	New	+$438K	0.03%	363

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

Frank Rimerman Advisors's AGNC Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its AGNC Investment (AGNC) stake by 43% in Q2 2026, selling an estimated $645K and leaving 79,983 shares worth $872K. The position accounts for 0.05% of the portfolio, ranked #283.

Frank Rimerman Advisors first reported a position in AGNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q4 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Frank Rimerman Advisors held 79,983 shares of AGNC Investment worth $872K as of Q2 2026.
Frank Rimerman Advisors sold 61,195 AGNC Investment shares in Q2 2026, an estimated $645K.
AGNC Investment made up 0.05% of Frank Rimerman Advisors's portfolio in Q2 2026, its #283 holding.
Frank Rimerman Advisors first reported a position in AGNC Investment in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's AGNC Investment position peaked at $1.51M in Q4 2025.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.