BFC Planning, Inc.’s AGNC Investment AGNC Stock Holding History

BFC Planning, Inc.’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 Q3	$2.49M	Sell	275,080 -2,756	-1%	-$29.3K	0.1%	210
2026 Q2	$3.03M	Sell	277,836 -23,946	-8%	-$252K	0.12%	177
2026 Q1	$3.03M	Sell	301,782 -52,403	-15%	-$579K	0.14%	152
2025 Q4	$3.8M	Buy	354,185 +143,326	+68%	+$1.47M	0.17%	123
2025 Q3	$2.06M	Buy	210,859 +23,514	+13%	+$228K	0.15%	124
2025 Q2	$1.72M	Buy	187,345 +137,096	+273%	+$1.23M	0.14%	144
2025 Q1	$481K	Buy	50,249 +24,529	+95%	+$245K	0.04%	337
2024 Q4	$237K	Buy	25,720 +16,423	+177%	+$160K	0.02%	549
2024 Q3	$97.2K	Buy	+9,297	New	+$94.5K	0.01%	892

Other funds holding AGNC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

BFC Planning, Inc.'s AGNC Position: Q3 2026 in Review

BFC Planning, Inc. reduced its AGNC Investment (AGNC) stake by 0.99% in Q3 2026, selling an estimated $29.3K and leaving 275,080 shares worth $2.49M. The position accounts for 0.1% of the portfolio, ranked #210.

BFC Planning, Inc. first reported a position in AGNC in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.8M in Q4 2025. 583 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

BFC Planning, Inc. held 275,080 shares of AGNC Investment worth $2.49M as of Q3 2026.
BFC Planning, Inc. sold 2,756 AGNC Investment shares in Q3 2026, an estimated $29.3K.
AGNC Investment made up 0.1% of BFC Planning, Inc.'s portfolio in Q3 2026, its #210 holding.
BFC Planning, Inc. first reported a position in AGNC Investment in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s AGNC Investment position peaked at $3.8M in Q4 2025.
583 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.