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HORAN Wealth’s AGNC Investment AGNC Stock Holding History

HORAN Wealth’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 		$360K Buy
33,021
+6,456
+24% +$68K 0.05% 167
2026
Q1 		$285K Hold
26,565
– – 0.03% 165
2025
Q4 		$285K Buy
26,565
+1,874
+8% +$19.3K 0.04% 144
2025
Q3 		$242K Buy
+24,691
New +$239K 0.04% 175

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

HORAN Wealth's AGNC Position: Q2 2026 in Review

HORAN Wealth increased its AGNC Investment (AGNC) stake by 24% in Q2 2026, buying an estimated $68K and bringing the position to 33,021 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #167.

HORAN Wealth first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • HORAN Wealth held 33,021 shares of AGNC Investment worth $360K as of Q2 2026.
  • HORAN Wealth bought 6,456 AGNC Investment shares in Q2 2026, an estimated $68K.
  • AGNC Investment made up 0.05% of HORAN Wealth's portfolio in Q2 2026, its #167 holding.
  • HORAN Wealth first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.