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Harbor Asset Planning’s AGNC Investment AGNC Stock Holding History

Harbor Asset Planning’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 		$302 Hold
28
– – ﹤0.01% 410
2026
Q1 		$278 Hold
28
– – ﹤0.01% 415
2025
Q4 		$297 Hold
28
– – ﹤0.01% 433
2025
Q3 		$271 Hold
28
– – ﹤0.01% 402
2025
Q2 		$254 Buy
+28
New +$251 ﹤0.01% 403

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Harbor Asset Planning's AGNC Position: Q2 2026 in Review

Harbor Asset Planning held its AGNC Investment (AGNC) position steady in Q2 2026 at 28 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Harbor Asset Planning first reported a position in AGNC in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Harbor Asset Planning held 28 shares of AGNC Investment worth $302 as of Q2 2026.
  • Harbor Asset Planning left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #410 holding.
  • Harbor Asset Planning first reported a position in AGNC Investment in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.