Meriwether Wealth & Planning’s AGNC Investment AGNC Stock Holding History

Meriwether Wealth & Planning’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	$72.6K	Buy	+8,000	New	+$85K	0.03%	219

Other funds holding AGNC

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

Meriwether Wealth & Planning's AGNC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in AGNC Investment (AGNC) in Q3 2026: 8,000 shares worth $72.6K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings.

164 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

Meriwether Wealth & Planning held 8,000 shares of AGNC Investment worth $72.6K as of Q3 2026.
AGNC Investment was a new Meriwether Wealth & Planning position in Q3 2026.
AGNC Investment made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #219 holding.
164 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.