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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
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

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

True Wealth Design's AGNC Position: Q2 2026 in Review

True Wealth Design held its AGNC Investment (AGNC) position steady in Q2 2026 at 57 shares worth $622. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

True Wealth Design first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • True Wealth Design held 57 shares of AGNC Investment worth $622 as of Q2 2026.
  • True Wealth Design left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2127 holding.
  • True Wealth Design first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.