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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
Q2 		$52.8K Buy
4,846
+86
+2% +$906 0.01% 1241
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGNC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its AGNC Investment (AGNC) stake by 1.8% in Q2 2026, buying an estimated $906 and bringing the position to 4,846 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #1241.

Pinnacle Wealth Planning Services first reported a position in AGNC in Q4 2020 and has held it in 11 quarters since. The position peaked at $292K in Q2 2023. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,846 shares of AGNC Investment worth $52.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 86 AGNC Investment shares in Q2 2026, an estimated $906.
  • AGNC Investment made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1241 holding.
  • Pinnacle Wealth Planning Services first reported a position in AGNC Investment in Q4 2020 and has held it in 11 quarters since.
  • Pinnacle Wealth Planning Services's AGNC Investment position peaked at $292K in Q2 2023.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.