Mark Sheptoff Financial Planning’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.9K | Hold |
1,730
| – | – | 0.01% | 293 |
|
|
2026
Q1 | $18.5K | Hold |
1,730
| – | – | 0.01% | 277 |
|
|
2025
Q4 | $18.5K | Hold |
1,730
| – | – | 0.01% | 283 |
|
|
2025
Q3 | $16.9K | Hold |
1,730
| – | – | 0.01% | 289 |
|
|
2025
Q2 | $15.9K | Hold |
1,730
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $16.6K | Hold |
1,730
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $15.9K | Hold |
1,730
| – | – | 0.01% | 278 |
|
|
2024
Q3 | $18.1K | Hold |
1,730
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $16.5K | Hold |
1,730
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $17.1K | Hold |
1,730
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $17K | Hold |
1,730
| – | – | 0.01% | 240 |
|
|
2023
Q3 | $16.3K | Hold |
1,730
| – | – | 0.01% | 226 |
|
|
2023
Q2 | $17.5K | Hold |
1,730
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $17.4K | Hold |
1,730
| – | – | 0.01% | 224 |
|
|
2022
Q4 | $17.9K | Hold |
1,730
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $15K | Hold |
1,730
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $19K | Hold |
1,730
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $23K | Hold |
1,730
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $26K | Hold |
1,730
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $27K | Hold |
1,730
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $29K | Hold |
1,730
| – | – | 0.02% | 235 |
|
|
2021
Q1 | $29K | Hold |
1,730
| – | – | 0.02% | 206 |
|
|
2020
Q4 | $27K | Hold |
1,730
| – | – | 0.02% | 197 |
|
|
2020
Q3 | $24K | Hold |
1,730
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $22K | Hold |
1,730
| – | – | 0.01% | 191 |
|
|
2020
Q1 | $18K | Hold |
1,730
| – | – | 0.01% | 184 |
|
|
2019
Q4 | $31K | Hold |
1,730
| – | – | 0.02% | 181 |
|
|
2019
Q3 | $28K | Hold |
1,730
| – | – | 0.02% | 184 |
|
|
2019
Q2 | $29K | Hold |
1,730
| – | – | 0.02% | 190 |
|
|
2019
Q1 | $31K | Hold |
1,730
| – | – | 0.02% | 177 |
|
|
2018
Q4 | $30K | Hold |
1,730
| – | – | 0.02% | 163 |
|
|
2018
Q3 | $32K | Hold |
1,730
| – | – | 0.02% | 198 |
|
|
2018
Q2 | $32K | Hold |
1,730
| – | – | 0.02% | 192 |
|
|
2018
Q1 | $33K | Hold |
1,730
| – | – | 0.02% | 192 |
|
|
2017
Q4 | $35K | Hold |
1,730
| – | – | 0.02% | 195 |
|
|
2017
Q3 | $38K | Buy |
+1,730
| New | +$37K | 0.03% | 191 |
|
Other funds holding AGNC
EIC
Mark Sheptoff Financial Planning's AGNC Position: Q2 2026 in Review
Mark Sheptoff Financial Planning held its AGNC Investment (AGNC) position steady in Q2 2026 at 1,730 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #293.
Mark Sheptoff Financial Planning first reported a position in AGNC in Q3 2017 and has held it in 36 quarters since. The position peaked at $38K in Q3 2017. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.
- Mark Sheptoff Financial Planning held 1,730 shares of AGNC Investment worth $18.9K as of Q2 2026.
- Mark Sheptoff Financial Planning left its AGNC Investment share count unchanged in Q2 2026.
- AGNC Investment made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #293 holding.
- Mark Sheptoff Financial Planning first reported a position in AGNC Investment in Q3 2017 and has held it in 36 quarters since.
- Mark Sheptoff Financial Planning's AGNC Investment position peaked at $38K in Q3 2017.
- 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.