Simplify Asset Management’s AGNC Investment AGNC Stock Holding History

Simplify Asset 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	$1.26M	Buy	115,485 +12,000	+12%	+$126K	0.02%	76
2026 Q1	$1.04M	Sell	103,485 -23,552	-19%	-$260K	0.02%	73
2025 Q4	$1.36M	Buy	127,037 +41,037	+48%	+$422K	0.02%	79
2025 Q3	$842K	Hold	86,000	–	–	0.02%	84
2025 Q2	$790K	Sell	86,000 -235,550	-73%	-$2.11M	0.04%	65
2025 Q1	$3.08M	Buy	321,550 +178,000	+124%	+$1.78M	0.12%	33
2024 Q4	$1.32M	Buy	143,550 +11,550	+9%	+$113K	0.07%	61
2024 Q3	$1.38M	Sell	132,000 -48,000	-27%	-$488K	0.06%	63
2024 Q2	$1.72M	Hold	180,000	–	–	0.12%	52
2024 Q1	$1.78M	Hold	180,000	–	–	0.11%	60
2023 Q4	$1.77M	Buy	180,000 +114,000	+173%	+$1M	0.16%	51
2023 Q3	$623K	Buy	+66,000	New	+$653K	0.07%	90

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Simplify Asset Management's AGNC Position: Q2 2026 in Review

Simplify Asset Management increased its AGNC Investment (AGNC) stake by 12% in Q2 2026, buying an estimated $126K and bringing the position to 115,485 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #76.

Simplify Asset Management first reported a position in AGNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.08M in Q1 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Simplify Asset Management held 115,485 shares of AGNC Investment worth $1.26M as of Q2 2026.
Simplify Asset Management bought 12,000 AGNC Investment shares in Q2 2026, an estimated $126K.
AGNC Investment made up 0.02% of Simplify Asset Management's portfolio in Q2 2026, its #76 holding.
Simplify Asset Management first reported a position in AGNC Investment in Q3 2023 and has held it in 12 quarters since.
Simplify Asset Management's AGNC Investment position peaked at $3.08M in Q1 2025.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.