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High Point Wealth Management’s AGNC Investment AGNC Stock Holding History

High Point 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 		$5.45K Hold
500
– – ﹤0.01% 230
2026
Q1 		$5.01K Hold
500
– – ﹤0.01% 230
2025
Q4 		$5.36K Buy
+500
New +$5.14K 0.01% 225

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

High Point Wealth Management's AGNC Position: Q2 2026 in Review

High Point Wealth Management held its AGNC Investment (AGNC) position steady in Q2 2026 at 500 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

High Point Wealth Management first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • High Point Wealth Management held 500 shares of AGNC Investment worth $5.45K as of Q2 2026.
  • High Point Wealth Management left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up ﹤0.01% of High Point Wealth Management's portfolio in Q2 2026, its #230 holding.
  • High Point Wealth Management first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.