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Global Retirement Partners’s AGNC Investment AGNC Stock Holding History

Global Retirement Partners’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 		$435K Buy
+39,897
New +$420K 0.01% 1105
2025
Q4 		$221K Sell
20,594
-14,581
-41% -$150K ﹤0.01% 1407
2025
Q3 		$344K Sell
35,175
-227
-0.6% -$2.2K 0.01% 921
2025
Q2 		$325K Buy
+35,402
New +$317K 0.01% 886
2024
Q4 		$345K Sell
37,426
-69,853
-65% -$681K 0.01% 750
2024
Q3 		$1.12M Buy
107,279
+26
+0% +$264 0.03% 417
2024
Q2 		$1.02M Buy
107,253
+95,950
+849% +$918K 0.03% 415
2024
Q1 		$112K Buy
11,303
+1,238
+12% +$11.9K ﹤0.01% 1027
2023
Q4 		$100K Buy
10,065
+2,626
+35% +$23.1K ﹤0.01% 1041
2023
Q3 		$65.4K Buy
7,439
+258
+4% +$2.55K ﹤0.01% 1131
2023
Q2 		$72.7K Sell
7,181
-2,430
-25% -$23.6K ﹤0.01% 1090
2023
Q1 		$90.4K Buy
9,611
+3,935
+69% +$42.8K ﹤0.01% 960
2022
Q4 		$58.7K Buy
5,676
+21
+0.4% +$192 ﹤0.01% 1016
2022
Q3 		$46K Buy
5,655
+35
+0.6% +$411 ﹤0.01% 1048
2022
Q2 		$62K Buy
5,620
+7
+0.1% +$83 0.01% 910
2022
Q1 		$67K Buy
+5,613
New +$78.5K 0.01% 878
2021
Q4 		– Sell
-5,882
Closed -$93K – 286
2021
Q3 		$93K Buy
5,882
+22
+0.4% +$356 0.01% 672
2021
Q2 		$99K Buy
5,860
+20
+0.3% +$355 0.01% 634
2021
Q1 		$98K Buy
5,840
+463
+9% +$7.48K 0.01% 575
2020
Q4 		$84K Sell
5,377
-1
-0% -$15 0.01% 566
2020
Q3 		$75K Buy
5,378
+100
+2% +$1.38K 0.01% 541
2020
Q2 		$68K Hold
5,278
– – 0.01% 563
2020
Q1 		$56K Buy
5,278
+2,483
+89% +$41.4K 0.01% 539
2019
Q4 		$49K Buy
2,795
+1,227
+78% +$20.9K 0.01% 645
2019
Q3 		$25K Hold
1,568
– – ﹤0.01% 817
2019
Q2 		$26K Hold
1,568
– – 0.01% 799
2019
Q1 		$28K Buy
1,568
+1,152
+277% +$20.6K 0.01% 712
2018
Q4 		$7K Buy
+416
New +$7.41K ﹤0.01% 1054

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

Global Retirement Partners's AGNC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AGNC Investment (AGNC) in Q2 2026: 39,897 shares worth $435K. The stake represents 0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGNC as recently as Q4 2025.

Global Retirement Partners first reported a position in AGNC in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.12M in Q3 2024. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Global Retirement Partners held 39,897 shares of AGNC Investment worth $435K as of Q2 2026.
  • AGNC Investment was a new Global Retirement Partners position in Q2 2026.
  • AGNC Investment made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1105 holding.
  • Global Retirement Partners first reported a position in AGNC Investment in Q4 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's AGNC Investment position peaked at $1.12M in Q3 2024.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.