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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
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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planning Directions's AGNC Position: Q1 2026 in Review

Planning Directions increased its AGNC Investment (AGNC) stake by 40% in Q1 2026, buying an estimated $55.4K and bringing the position to 17,481 shares worth $175K. The position accounts for 0.09% of the portfolio, ranked #104.

Planning Directions first reported a position in AGNC in Q3 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Planning Directions held 17,481 shares of AGNC Investment worth $175K as of Q1 2026.
  • Planning Directions bought 5,012 AGNC Investment shares in Q1 2026, an estimated $55.4K.
  • AGNC Investment made up 0.09% of Planning Directions's portfolio in Q1 2026, its #104 holding.
  • Planning Directions first reported a position in AGNC Investment in Q3 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.