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Simplicity Wealth’s AGNC Investment AGNC Stock Holding History

Simplicity Wealth’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 		$2.33M Sell
213,483
-10,340
-5% -$109K 0.08% 243
2026
Q1 		$2.24M Sell
223,823
-11,079
-5% -$123K 0.13% 165
2025
Q4 		$2.52M Buy
234,902
+30,954
+15% +$318K 0.15% 147
2025
Q3 		$2M Buy
+203,948
New +$1.98M 0.12% 190
2025
Q2 		– Sell
-308,346
Closed -$2.95M – 588
2025
Q1 		$2.95M Buy
+308,346
New +$3.08M 0.23% 106

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

Simplicity Wealth's AGNC Position: Q2 2026 in Review

Simplicity Wealth reduced its AGNC Investment (AGNC) stake by 4.6% in Q2 2026, selling an estimated $109K and leaving 213,483 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #243.

Simplicity Wealth first reported a position in AGNC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.95M in Q1 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Simplicity Wealth held 213,483 shares of AGNC Investment worth $2.33M as of Q2 2026.
  • Simplicity Wealth sold 10,340 AGNC Investment shares in Q2 2026, an estimated $109K.
  • AGNC Investment made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #243 holding.
  • Simplicity Wealth first reported a position in AGNC Investment in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's AGNC Investment position peaked at $2.95M in Q1 2025.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.