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Planning Strategies’s AGNC Investment AGNC Stock Holding History

Planning Strategies’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 		$1.33K Buy
+122
New +$1.28K ﹤0.01% 692

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 Strategies's AGNC Position: Q2 2026 in Review

Planning Strategies opened a new position in AGNC Investment (AGNC) in Q2 2026: 122 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings.

667 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Planning Strategies held 122 shares of AGNC Investment worth $1.33K as of Q2 2026.
  • AGNC Investment was a new Planning Strategies position in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #692 holding.
  • 667 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.