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Johnson Financial Group Inc (Wisconsin)’s AGNC Investment AGNC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-115
Closed -$1.25K – 893
2025
Q4 		$1.25K Sell
115
-6,419
-98% -$66K ﹤0.01% 874
2025
Q3 		$64.8K Buy
6,534
+3,853
+144% +$37.3K ﹤0.01% 546
2025
Q2 		$25K Sell
2,681
-3,131
-54% -$28K ﹤0.01% 522
2025
Q1 		$56.4K Buy
5,812
+5,517
+1,870% +$55.1K ﹤0.01% 587
2024
Q4 		$2.98K Sell
295
-721
-71% -$7.03K ﹤0.01% 775
2024
Q3 		$10.8K Buy
+1,016
New +$10.3K ﹤0.01% 666
2024
Q1 		– Sell
-1
Closed -$10 – 773
2023
Q4 		$10 Buy
+1
New +$9 ﹤0.01% 916
2022
Q4 		– Sell
-1,230
Closed -$10K – 625
2022
Q3 		$10K Hold
1,230
– – ﹤0.01% 490
2022
Q2 		$14K Sell
1,230
-1,900
-61% -$22.5K ﹤0.01% 501
2022
Q1 		$41K Buy
3,130
+350
+13% +$4.89K ﹤0.01% 461
2021
Q4 		$42K Buy
2,780
+1,550
+126% +$24.6K ﹤0.01% 470
2021
Q3 		$19K Hold
1,230
– – ﹤0.01% 512
2021
Q2 		$21K Hold
1,230
– – ﹤0.01% 505
2021
Q1 		$21K Buy
+1,230
New +$19.9K ﹤0.01% 497

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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AGNC Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 115 shares — an estimated $1.25K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AGNC in Q1 2021 and held it in 14 quarters. The position peaked at $64.8K in Q3 2025. 681 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 115 AGNC Investment shares in Q1 2026, an estimated $1.25K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in AGNC Investment in Q1 2021 and held it in 14 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s AGNC Investment position peaked at $64.8K in Q3 2025.
  • 681 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.