Pinnacle Wealth Planning Services’s AGNC Investment AGNC Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$47.7K	Buy	4,760 +115	+2%	+$1.27K	﹤0.01%	1231
2025 Q4	$49.8K	Buy	+4,645	New	+$47.7K	0.01%	1203
2024 Q3	–	Sell	-29,240	Closed	-$279K	–	533
2024 Q2	$279K	Buy	29,240 +17	+0.1%	+$163	0.04%	305
2024 Q1	$289K	Buy	29,223 +16	+0.1%	+$154	0.04%	307
2023 Q4	$287K	Sell	29,207 -53	-0.2%	-$466	0.05%	283
2023 Q3	$276K	Buy	29,260 +410	+1%	+$4.06K	0.05%	272
2023 Q2	$292K	Sell	28,850 -9	-0%	-$87	0.05%	267
2023 Q1	$291K	Buy	+28,859	New	+$314K	0.05%	279
2022 Q4	–	Sell	-11,877	Closed	-$100K	–	451
2022 Q3	$100K	Buy	+11,877	New	+$139K	0.02%	367
2021 Q1	–	Sell	-489	Closed	-$8K	–	382
2020 Q4	$8K	Buy	+489	New	+$7.23K	﹤0.01%	1452

Other funds holding AGNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGNC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its AGNC Investment (AGNC) stake by 2.5% in Q1 2026, buying an estimated $1.27K and bringing the position to 4,760 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Pinnacle Wealth Planning Services first reported a position in AGNC in Q4 2020 and has held it in 10 quarters since. The position peaked at $292K in Q2 2023. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Pinnacle Wealth Planning Services held 4,760 shares of AGNC Investment worth $47.7K as of Q1 2026.
Pinnacle Wealth Planning Services bought 115 AGNC Investment shares in Q1 2026, an estimated $1.27K.
AGNC Investment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1231 holding.
Pinnacle Wealth Planning Services first reported a position in AGNC Investment in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's AGNC Investment position peaked at $292K in Q2 2023.
672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.