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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HORAN Wealth's AGNC Position: Q1 2026 in Review

HORAN Wealth held its AGNC Investment (AGNC) position steady in Q1 2026 at 26,565 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #165.

HORAN Wealth first reported a position in AGNC in Q3 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

HORAN Wealth held 26,565 shares of AGNC Investment worth $285K as of Q1 2026.
HORAN Wealth left its AGNC Investment share count unchanged in Q1 2026.
AGNC Investment made up 0.03% of HORAN Wealth's portfolio in Q1 2026, its #165 holding.
HORAN Wealth first reported a position in AGNC Investment in Q3 2025 and has held it in 3 quarters since.
675 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.