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HB Wealth Management’s AGNC Investment AGNC Stock Holding History

HB Wealth Management’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 		$208K Sell
19,048
-10,974
-37% -$116K ﹤0.01% 1577
2026
Q1 		$301K Sell
30,022
-729
-2% -$8.06K ﹤0.01% 1230
2025
Q4 		$330K Buy
30,751
+1,758
+6% +$18.1K ﹤0.01% 1092
2025
Q3 		$284K Buy
28,993
+13,895
+92% +$135K ﹤0.01% 1102
2025
Q2 		$139K Sell
15,098
-218
-1% -$1.95K ﹤0.01% 1130
2025
Q1 		$147K Buy
15,316
+1,296
+9% +$12.9K ﹤0.01% 1160
2024
Q4 		$129K Buy
+14,020
New +$137K ﹤0.01% 1011
2023
Q4 		– Sell
-16,197
Closed -$153K – 789
2023
Q3 		$153K Buy
+16,197
New +$160K ﹤0.01% 729

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

HB Wealth Management's AGNC Position: Q2 2026 in Review

HB Wealth Management reduced its AGNC Investment (AGNC) stake by 37% in Q2 2026, selling an estimated $116K and leaving 19,048 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

HB Wealth Management first reported a position in AGNC in Q3 2023 and has held it in 8 quarters since. The position peaked at $330K in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • HB Wealth Management held 19,048 shares of AGNC Investment worth $208K as of Q2 2026.
  • HB Wealth Management sold 10,974 AGNC Investment shares in Q2 2026, an estimated $116K.
  • AGNC Investment made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1577 holding.
  • HB Wealth Management first reported a position in AGNC Investment in Q3 2023 and has held it in 8 quarters since.
  • HB Wealth Management's AGNC Investment position peaked at $330K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.