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Security National Bank’s AGNC Investment AGNC Stock Holding History

Security National Bank’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 		$30K Buy
+2,750
New +$29K ﹤0.01% 274

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Security National Bank's AGNC Position: Q2 2026 in Review

Security National Bank opened a new position in AGNC Investment (AGNC) in Q2 2026: 2,750 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

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

  • Security National Bank held 2,750 shares of AGNC Investment worth $30K as of Q2 2026.
  • AGNC Investment was a new Security National Bank position in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #274 holding.
  • 97 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.