St. Louis Financial Planners Asset Management’s AGNC Investment AGNC Stock Holding History

St. Louis Financial Planners 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
2025 Q4	–	Sell	-11,132	Closed	-$109K	–	44
2025 Q3	$109K	Buy	+11,132	New	+$108K	0.07%	36
2023 Q4	–	Sell	-10,829	Closed	-$95.2K	–	37
2023 Q3	$95.2K	Sell	10,829 -209	-2%	-$2.07K	0.08%	18
2023 Q2	$112K	Buy	11,038 +39	+0.4%	+$379	0.11%	31
2023 Q1	$111K	Buy	+10,999	New	+$120K	0.13%	40

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EIC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

St. Louis Financial Planners Asset Management's AGNC Position: Q4 2025 in Review

St. Louis Financial Planners Asset Management sold out of AGNC Investment (AGNC) in Q4 2025, closing a stake of 11,132 shares — an estimated $109K sold.

St. Louis Financial Planners Asset Management first reported a position in AGNC in Q1 2023 and held it in 4 quarters. The position peaked at $112K in Q2 2023. 648 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

St. Louis Financial Planners Asset Management reported no remaining AGNC Investment position as of Q4 2025 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 11,132 AGNC Investment shares in Q4 2025, an estimated $109K.
St. Louis Financial Planners Asset Management first reported a position in AGNC Investment in Q1 2023 and held it in 4 quarters.
St. Louis Financial Planners Asset Management's AGNC Investment position peaked at $112K in Q2 2023.
648 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q4 2025, filed 7 Jan 2026.