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SHP Wealth Management’s AGNC Investment AGNC Stock Holding History

SHP Wealth Management’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
Q1 		$461 Buy
+46
New +$509 ﹤0.01% 1633

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SHP Wealth Management's AGNC Position: Q1 2026 in Review

SHP Wealth Management opened a new position in AGNC Investment (AGNC) in Q1 2026: 46 shares worth $461. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings.

678 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • SHP Wealth Management held 46 shares of AGNC Investment worth $461 as of Q1 2026.
  • AGNC Investment was a new SHP Wealth Management position in Q1 2026.
  • AGNC Investment made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1633 holding.
  • 678 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.