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Jackson Thornton Wealth Management’s AGNC Investment AGNC Stock Holding History

Jackson Thornton 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 		$805K Buy
+73,861
New +$778K 0.06% 93
2025
Q1 		– Sell
-12,303
Closed -$113K – 103
2024
Q4 		$113K Buy
+12,303
New +$120K 0.01% 82

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

Jackson Thornton Wealth Management's AGNC Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in AGNC Investment (AGNC) in Q2 2026: 73,861 shares worth $805K. The stake represents 0.06% of the portfolio and ranks #93 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in AGNC as recently as Q4 2024.

Jackson Thornton Wealth Management first reported a position in AGNC in Q4 2024 and has held it in 2 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Jackson Thornton Wealth Management held 73,861 shares of AGNC Investment worth $805K as of Q2 2026.
  • AGNC Investment was a new Jackson Thornton Wealth Management position in Q2 2026.
  • AGNC Investment made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Jackson Thornton Wealth Management first reported a position in AGNC Investment in Q4 2024 and has held it in 2 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.