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SummitTX Capital’s AGNC Investment AGNC Stock Holding History

SummitTX Capital’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 		$2.49M Buy
228,879
+5,078
+2% +$53.5K 0.06% 308
2026
Q1 		$2.24M Sell
223,801
-111,452
-33% -$1.23M 0.07% 289
2025
Q4 		$3.59M Buy
335,253
+9,263
+3% +$95.2K 0.11% 205
2025
Q3 		$3.19M Buy
325,990
+306,139
+1,542% +$2.97M 0.13% 176
2025
Q2 		$182K Sell
19,851
-119,962
-86% -$1.07M 0.01% 705
2025
Q1 		$1.34M Buy
+139,813
New +$1.4M 0.06% 330

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

SummitTX Capital's AGNC Position: Q2 2026 in Review

SummitTX Capital increased its AGNC Investment (AGNC) stake by 2.3% in Q2 2026, buying an estimated $53.5K and bringing the position to 228,879 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #308.

SummitTX Capital first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • SummitTX Capital held 228,879 shares of AGNC Investment worth $2.49M as of Q2 2026.
  • SummitTX Capital bought 5,078 AGNC Investment shares in Q2 2026, an estimated $53.5K.
  • AGNC Investment made up 0.06% of SummitTX Capital's portfolio in Q2 2026, its #308 holding.
  • SummitTX Capital first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's AGNC Investment position peaked at $3.59M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.