PlanVest Financial’s AGNC Investment AGNC Stock Holding History

PlanVest Financial’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	$8.09K	Hold	742	–	–	0.01%	423
2026 Q1	$7.44K	Buy	+742	New	+$8.21K	0.01%	406

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PlanVest Financial's AGNC Position: Q2 2026 in Review

PlanVest Financial held its AGNC Investment (AGNC) position steady in Q2 2026 at 742 shares worth $8.09K. The position accounts for 0.01% of the portfolio, ranked #423.

PlanVest Financial first reported a position in AGNC in Q1 2026 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

PlanVest Financial held 742 shares of AGNC Investment worth $8.09K as of Q2 2026.
PlanVest Financial left its AGNC Investment share count unchanged in Q2 2026.
AGNC Investment made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #423 holding.
PlanVest Financial first reported a position in AGNC Investment in Q1 2026 and has held it in 2 quarters since.
688 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.