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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
Q2 		$12K Buy
1,101
+1,055
+2,293% +$11.1K ﹤0.01% 908
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's AGNC Position: Q2 2026 in Review

SHP Wealth Management increased its AGNC Investment (AGNC) stake by 2,293% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,101 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

SHP Wealth Management first reported a position in AGNC in Q1 2026 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • SHP Wealth Management held 1,101 shares of AGNC Investment worth $12K as of Q2 2026.
  • SHP Wealth Management bought 1,055 AGNC Investment shares in Q2 2026, an estimated $11.1K.
  • AGNC Investment made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #908 holding.
  • SHP Wealth Management first reported a position in AGNC Investment in Q1 2026 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.