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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s AGNC Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its AGNC Investment (AGNC) stake by 45% in Q1 2026, buying an estimated $90.5K and bringing the position to 26,450 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #423.

Keystone Financial Group (Kentucky) first reported a position in AGNC in Q3 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 26,450 shares of AGNC Investment worth $265K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 8,180 AGNC Investment shares in Q1 2026, an estimated $90.5K.
  • AGNC Investment made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #423 holding.
  • Keystone Financial Group (Kentucky) first reported a position in AGNC Investment in Q3 2025 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.