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Planning Directions’s AGNC Investment AGNC Stock Holding History

Planning Directions’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 		$191K Buy
17,516
+35
+0.2% +$369 0.09% 108
2026
Q1 		$175K Buy
17,481
+5,012
+40% +$55.4K 0.09% 104
2025
Q4 		$134K Buy
12,469
+221
+2% +$2.27K 0.07% 100
2025
Q3 		$120K Buy
+12,248
New +$119K 0.06% 93

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

Planning Directions's AGNC Position: Q2 2026 in Review

Planning Directions increased its AGNC Investment (AGNC) stake by 0.2% in Q2 2026, buying an estimated $369 and bringing the position to 17,516 shares worth $191K. The position accounts for 0.09% of the portfolio, ranked #108.

Planning Directions first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Planning Directions held 17,516 shares of AGNC Investment worth $191K as of Q2 2026.
  • Planning Directions bought 35 AGNC Investment shares in Q2 2026, an estimated $369.
  • AGNC Investment made up 0.09% of Planning Directions's portfolio in Q2 2026, its #108 holding.
  • Planning Directions first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.