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HUB Investment Partners’s AGNC Investment AGNC Stock Holding History

HUB Investment Partners’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
2023
Q1 		– Sell
-300,000
Closed -$3.11M – 225
2022
Q4 		$3.11M Buy
+300,000
New +$2.74M 0.68% 31
2022
Q3 		– Sell
-12,000
Closed -$8K – 182
2022
Q2 		$8K Buy
+12,000
New +$142K ﹤0.01% 167

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

HUB Investment Partners's AGNC Position: Q2 2026 in Review

HUB Investment Partners reduced its AGNC Investment (AGNC) stake by 28% in Q2 2026, selling an estimated $1.16M and leaving 282,906 shares worth $3.08M. The position accounts for 0.06% of the portfolio, ranked #234.

HUB Investment Partners first reported a position in AGNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.26M in Q4 2025. 392 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • HUB Investment Partners held 282,906 shares of AGNC Investment worth $3.08M as of Q2 2026.
  • HUB Investment Partners sold 110,151 AGNC Investment shares in Q2 2026, an estimated $1.16M.
  • AGNC Investment made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #234 holding.
  • HUB Investment Partners first reported a position in AGNC Investment in Q4 2020 and has held it in 23 quarters since.
  • HUB Investment Partners's AGNC Investment position peaked at $5.26M in Q4 2025.
  • 392 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.