Mather Group
AGNC icon

Mather Group’s AGNC Investment AGNC Stock Holding History

Mather 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
Q3 		$13.4K Buy
1,472
+1,445
+5,352% +$15.4K ﹤0.01% 1567
2026
Q2 		$297 Hold
27
– – ﹤0.01% 1856
2026
Q1 		$273 Buy
+27
New +$299 ﹤0.01% 1834
2025
Q1 		– Sell
-313
Closed -$2.88K – 1795
2024
Q4 		$2.88K Hold
313
– – ﹤0.01% 1474
2024
Q3 		$3.28K Buy
313
+36
+13% +$366 ﹤0.01% 1376
2024
Q2 		$2.75K Buy
277
+57
+26% +$545 ﹤0.01% 1800
2024
Q1 		$2.16K Buy
+220
New +$2.12K ﹤0.01% 1532

Other funds holding AGNC

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Penn Mutual Asset Management
Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

Mather Group's AGNC Position: Q3 2026 in Review

Mather Group increased its AGNC Investment (AGNC) stake by 5,352% in Q3 2026, buying an estimated $15.4K and bringing the position to 1,472 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Mather Group first reported a position in AGNC in Q1 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Mather Group held 1,472 shares of AGNC Investment worth $13.4K as of Q3 2026.
  • Mather Group bought 1,445 AGNC Investment shares in Q3 2026, an estimated $15.4K.
  • AGNC Investment made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1567 holding.
  • Mather Group first reported a position in AGNC Investment in Q1 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.