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JBR Co Financial Management’s AGNC Investment AGNC Stock Holding History

JBR Co Financial 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 		$156K Sell
14,295
-6,207
-30% -$65.4K 0.06% 133
2026
Q1 		$220K Hold
20,502
– – 0.09% 114
2025
Q4 		$220K Buy
20,502
+5,250
+34% +$54K 0.09% 114
2025
Q3 		$149K Hold
15,252
– – 0.06% 115
2025
Q2 		$140K Hold
15,252
– – 0.07% 113
2025
Q1 		$146K Buy
+15,252
New +$152K 0.09% 112

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

JBR Co Financial Management's AGNC Position: Q2 2026 in Review

JBR Co Financial Management reduced its AGNC Investment (AGNC) stake by 30% in Q2 2026, selling an estimated $65.4K and leaving 14,295 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #133.

JBR Co Financial Management first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $220K in Q1 2026. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • JBR Co Financial Management held 14,295 shares of AGNC Investment worth $156K as of Q2 2026.
  • JBR Co Financial Management sold 6,207 AGNC Investment shares in Q2 2026, an estimated $65.4K.
  • AGNC Investment made up 0.06% of JBR Co Financial Management's portfolio in Q2 2026, its #133 holding.
  • JBR Co Financial Management first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • JBR Co Financial Management's AGNC Investment position peaked at $220K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.