Ken Fisher’s AGNC Investment AGNC Stock Holding History

Ken Fisher’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	$662K	Buy	+60,754	New	+$640K	﹤0.01%	756
2026 Q1	–	Sell	-14,060	Closed	-$151K	–	1020
2025 Q4	$151K	Buy	14,060 +3,756	+36%	+$38.6K	﹤0.01%	1001
2025 Q3	$101K	Sell	10,304 -10,513	-51%	-$102K	﹤0.01%	999
2025 Q2	$191K	Sell	20,817 -19,721	-49%	-$176K	﹤0.01%	966
2025 Q1	$388K	Buy	40,538 +25,524	+170%	+$255K	﹤0.01%	844
2024 Q4	$138K	Buy	+15,014	New	+$146K	﹤0.01%	960
2024 Q1	–	Sell	-12,549	Closed	-$123K	–	965
2023 Q4	$123K	Buy	+12,549	New	+$110K	﹤0.01%	969
2023 Q3	–	Sell	-16,485	Closed	-$167K	–	1171
2023 Q2	$167K	Buy	+16,485	New	+$160K	﹤0.01%	1042

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Ken Fisher's AGNC Position: Q2 2026 in Review

Ken Fisher opened a new position in AGNC Investment (AGNC) in Q2 2026: 60,754 shares worth $662K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Ken Fisher previously reported a position in AGNC as recently as Q4 2025.

Ken Fisher first reported a position in AGNC in Q2 2023 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Ken Fisher held 60,754 shares of AGNC Investment worth $662K as of Q2 2026.
AGNC Investment was a new Ken Fisher position in Q2 2026.
AGNC Investment made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #756 holding.
Ken Fisher first reported a position in AGNC Investment in Q2 2023 and has held it in 8 quarters since.
315 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.