True Wealth Design
AGNC icon

True Wealth Design’s AGNC Investment AGNC Stock Holding History

True Wealth Design’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
Q3 		$517 Hold
57
– – ﹤0.01% 2120
2026
Q2 		$622 Hold
57
– – ﹤0.01% 2127
2026
Q1 		$572 Hold
57
– – ﹤0.01% 2007
2025
Q4 		$612 Hold
57
– – ﹤0.01% 1887
2025
Q3 		$559 Hold
57
– – ﹤0.01% 1974
2025
Q2 		$524 Buy
57
+55
+2,750% +$492 ﹤0.01% 1724
2025
Q1 		$20 Buy
+2
New +$20 ﹤0.01% 2582

Other funds holding AGNC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

True Wealth Design's AGNC Position: Q3 2026 in Review

True Wealth Design held its AGNC Investment (AGNC) position steady in Q3 2026 at 57 shares worth $517. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

True Wealth Design first reported a position in AGNC in Q1 2025 and has held it in 7 quarters since. The position peaked at $622 in Q2 2026. 422 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • True Wealth Design held 57 shares of AGNC Investment worth $517 as of Q3 2026.
  • True Wealth Design left its AGNC Investment share count unchanged in Q3 2026.
  • AGNC Investment made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2120 holding.
  • True Wealth Design first reported a position in AGNC Investment in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's AGNC Investment position peaked at $622 in Q2 2026.
  • 422 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.