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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
Q2 		$703K Buy
64,534
+5,380
+9% +$56.7K 0.02% 463
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 $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

Larson Financial Group's AGNC Position: Q2 2026 in Review

Larson Financial Group increased its AGNC Investment (AGNC) stake by 9.1% in Q2 2026, buying an estimated $56.7K and bringing the position to 64,534 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #463.

Larson Financial Group first reported a position in AGNC in Q3 2019 and has held it in 21 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Larson Financial Group held 64,534 shares of AGNC Investment worth $703K as of Q2 2026.
  • Larson Financial Group bought 5,380 AGNC Investment shares in Q2 2026, an estimated $56.7K.
  • AGNC Investment made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #463 holding.
  • Larson Financial Group first reported a position in AGNC Investment in Q3 2019 and has held it in 21 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.