KFGK
AGNC icon

Keystone Financial Group (Kentucky)’s AGNC Investment AGNC Stock Holding History

Keystone Financial Group (Kentucky)’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 		$288K Hold
26,450
– – 0.02% 447
2026
Q1 		$265K Buy
26,450
+8,180
+45% +$90.5K 0.02% 423
2025
Q4 		$196K Buy
18,270
+7,525
+70% +$77.4K 0.01% 436
2025
Q3 		$105K Buy
+10,745
New +$104K 0.01% 415

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

Keystone Financial Group (Kentucky)'s AGNC Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its AGNC Investment (AGNC) position steady in Q2 2026 at 26,450 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #447.

Keystone Financial Group (Kentucky) first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 26,450 shares of AGNC Investment worth $288K as of Q2 2026.
  • Keystone Financial Group (Kentucky) left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #447 holding.
  • Keystone Financial Group (Kentucky) first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.