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Strategic Wealth Partners’s AGNC Investment AGNC Stock Holding History

Strategic Wealth Partners’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 		$22.1K Hold
2,030
– – ﹤0.01% 722
2026
Q1 		$20.4K Buy
+2,030
New +$22.4K ﹤0.01% 705
2019
Q3 		– Sell
-300
Closed -$5K – 722
2019
Q2 		$5K Buy
+300
New +$5.21K ﹤0.01% 626

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

Strategic Wealth Partners's AGNC Position: Q2 2026 in Review

Strategic Wealth Partners held its AGNC Investment (AGNC) position steady in Q2 2026 at 2,030 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Strategic Wealth Partners first reported a position in AGNC in Q2 2019 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Strategic Wealth Partners held 2,030 shares of AGNC Investment worth $22.1K as of Q2 2026.
  • Strategic Wealth Partners left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #722 holding.
  • Strategic Wealth Partners first reported a position in AGNC Investment in Q2 2019 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.