Root Financial Partners
AGNC icon

Root Financial Partners’s AGNC Investment AGNC Stock Holding History

Root Financial Partners’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
Q3 		$2.64K Buy
+291
New +$3.09K ﹤0.01% 2510
2026
Q2 		– Sell
-923
Closed -$9.26K – 479
2026
Q1 		$9.26K Buy
923
+856
+1,278% +$9.46K ﹤0.01% 1719
2025
Q4 		$718 Sell
67
-4
-6% -$41 ﹤0.01% 2165
2025
Q3 		$695 Buy
+71
New +$688 ﹤0.01% 2112

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's AGNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in AGNC Investment (AGNC) in Q3 2026: 291 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #2510 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AGNC as recently as Q1 2026.

Root Financial Partners first reported a position in AGNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.26K in Q1 2026. 583 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Root Financial Partners held 291 shares of AGNC Investment worth $2.64K as of Q3 2026.
  • AGNC Investment was a new Root Financial Partners position in Q3 2026.
  • AGNC Investment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2510 holding.
  • Root Financial Partners first reported a position in AGNC Investment in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's AGNC Investment position peaked at $9.26K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.