RFP
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
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

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

Root Financial Partners's AGNC Position: Q2 2026 in Review

Root Financial Partners sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 923 shares — an estimated $9.26K sold.

Root Financial Partners first reported a position in AGNC in Q3 2025 and held it in 3 quarters. The position peaked at $9.26K in Q1 2026. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Root Financial Partners reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 923 AGNC Investment shares in Q2 2026, an estimated $9.26K.
  • Root Financial Partners first reported a position in AGNC Investment in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AGNC Investment position peaked at $9.26K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.