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Litman Gregory Wealth Management’s AGNC Investment AGNC Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$16.1K Buy
+1,500
New +$15.4K ﹤0.01% 279

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Litman Gregory Wealth Management's AGNC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in AGNC Investment (AGNC) in Q4 2025: 1,500 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #279 among its holdings.

648 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

  • Litman Gregory Wealth Management held 1,500 shares of AGNC Investment worth $16.1K as of Q4 2025.
  • AGNC Investment was a new Litman Gregory Wealth Management position in Q4 2025.
  • AGNC Investment made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #279 holding.
  • 648 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.