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JNBA Financial Advisors’s AGNC Investment AGNC Stock Holding History

JNBA Financial Advisors’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 		$5.88K Buy
+539
New +$5.68K ﹤0.01% 590
2022
Q2 		– Sell
-165
Closed -$2K – 710
2022
Q1 		$2K Sell
165
-389
-70% -$5.44K ﹤0.01% 615
2021
Q4 		$8K Hold
554
– – ﹤0.01% 541
2021
Q3 		$9K Hold
554
– – ﹤0.01% 526
2021
Q2 		$9K Hold
554
– – ﹤0.01% 490
2021
Q1 		$9K Buy
+554
New +$8.95K ﹤0.01% 472
2019
Q3 		– Sell
-100
Closed -$2K – 582
2019
Q2 		$2K Buy
+100
New +$1.74K ﹤0.01% 584

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 $3.38T AUM 44.17% 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

JNBA Financial Advisors's AGNC Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in AGNC Investment (AGNC) in Q2 2026: 539 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in AGNC as recently as Q1 2022.

JNBA Financial Advisors first reported a position in AGNC in Q2 2019 and has held it in 7 quarters since. The position peaked at $9K in Q3 2021. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • JNBA Financial Advisors held 539 shares of AGNC Investment worth $5.88K as of Q2 2026.
  • AGNC Investment was a new JNBA Financial Advisors position in Q2 2026.
  • AGNC Investment made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #590 holding.
  • JNBA Financial Advisors first reported a position in AGNC Investment in Q2 2019 and has held it in 7 quarters since.
  • JNBA Financial Advisors's AGNC Investment position peaked at $9K in Q3 2021.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.