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Larson Financial Group’s AGNC Investment AGNC Stock Holding History

Larson Financial Group’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 		$593K Buy
59,154
+18,963
+47% +$210K 0.02% 427
2025
Q4 		$431K Sell
40,191
-511
-1% -$5.25K 0.01% 506
2025
Q3 		$398K Buy
40,702
+38,522
+1,767% +$373K 0.01% 525
2025
Q2 		$20K Sell
2,180
-1,111
-34% -$9.94K ﹤0.01% 1490
2025
Q1 		$31.5K Buy
3,291
+2,519
+326% +$25.2K ﹤0.01% 1199
2024
Q4 		$7.11K Buy
772
+177
+30% +$1.73K ﹤0.01% 1584
2024
Q3 		$6.22K Buy
595
+25
+4% +$254 ﹤0.01% 1624
2024
Q2 		$5.44K Sell
570
-2,915
-84% -$27.9K ﹤0.01% 1426
2024
Q1 		$34.5K Buy
3,485
+113
+3% +$1.09K ﹤0.01% 774
2023
Q4 		$33.1K Buy
3,372
+93
+3% +$817 ﹤0.01% 732
2023
Q3 		$31K Buy
3,279
+78
+2% +$772 ﹤0.01% 722
2023
Q2 		$32.4K Buy
3,201
+78
+2% +$758 ﹤0.01% 632
2023
Q1 		$31.5K Buy
3,123
+66
+2% +$718 ﹤0.01% 636
2022
Q4 		$31.6K Buy
3,057
+148
+5% +$1.35K ﹤0.01% 603
2022
Q3 		$24K Buy
2,909
+1,871
+180% +$22K ﹤0.01% 584
2022
Q2 		$11K Hold
1,038
– – ﹤0.01% 680
2022
Q1 		$14K Hold
1,038
– – ﹤0.01% 578
2021
Q4 		$16K Buy
1,038
+153
+17% +$2.42K ﹤0.01% 588
2021
Q3 		$14K Buy
+885
New +$14.3K ﹤0.01% 528
2019
Q4 		– Sell
-500
Closed -$8K – 570
2019
Q3 		$8K Buy
+500
New +$8.21K 0.01% 327

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

Larson Financial Group's AGNC Position: Q1 2026 in Review

Larson Financial Group increased its AGNC Investment (AGNC) stake by 47% in Q1 2026, buying an estimated $210K and bringing the position to 59,154 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #427.

Larson Financial Group first reported a position in AGNC in Q3 2019 and has held it in 20 quarters since. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Larson Financial Group held 59,154 shares of AGNC Investment worth $593K as of Q1 2026.
  • Larson Financial Group bought 18,963 AGNC Investment shares in Q1 2026, an estimated $210K.
  • AGNC Investment made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #427 holding.
  • Larson Financial Group first reported a position in AGNC Investment in Q3 2019 and has held it in 20 quarters since.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.