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Plante Moran Financial Advisors’s AGNC Investment AGNC Stock Holding History

Plante Moran Financial Advisors’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 		$294 Buy
+27
New +$284 ﹤0.01% 1315
2022
Q3 		– Sell
-625
Closed -$7K – 844
2022
Q2 		$7K Buy
+625
New +$7.41K ﹤0.01% 656
2021
Q2 		– Sell
-100
Closed -$2K – 939
2021
Q1 		$2K Buy
+100
New +$1.62K ﹤0.01% 892

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's AGNC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in AGNC Investment (AGNC) in Q2 2026: 27 shares worth $294. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AGNC as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in AGNC in Q1 2021 and has held it in 3 quarters since. The position peaked at $7K in Q2 2022. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Plante Moran Financial Advisors held 27 shares of AGNC Investment worth $294 as of Q2 2026.
  • AGNC Investment was a new Plante Moran Financial Advisors position in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1315 holding.
  • Plante Moran Financial Advisors first reported a position in AGNC Investment in Q1 2021 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's AGNC Investment position peaked at $7K in Q2 2022.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.