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UMB Bank’s AGNC Investment AGNC Stock Holding History

UMB Bank’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 		$57.1K Buy
5,239
+168
+3% +$1.77K ﹤0.01% 1267
2026
Q1 		$50.9K Buy
5,071
+43
+0.9% +$475 ﹤0.01% 1254
2025
Q4 		$53.9K Buy
5,028
+4,842
+2,603% +$49.8K ﹤0.01% 1223
2025
Q3 		$1.82K Buy
186
+168
+933% +$1.63K ﹤0.01% 2052
2025
Q2 		$165 Buy
+18
New +$161 ﹤0.01% 2113
2025
Q1 		– Sell
-205
Closed -$1.89K – 2107
2024
Q4 		$1.89K Buy
+205
New +$2K ﹤0.01% 1953
2022
Q4 		– Sell
-102
Closed -$1K – 1699
2022
Q3 		$1K Sell
102
-631
-86% -$7.41K ﹤0.01% 1635
2022
Q2 		$8K Hold
733
– – ﹤0.01% 1441
2022
Q1 		$10K Hold
733
– – ﹤0.01% 1474
2021
Q4 		$11K Buy
+733
New +$11.6K ﹤0.01% 1418
2014
Q3 		– Sell
-14,475
Closed -$339K – 303
2014
Q2 		$339K Buy
+14,475
New +$333K 0.02% 247

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

UMB Bank's AGNC Position: Q2 2026 in Review

UMB Bank increased its AGNC Investment (AGNC) stake by 3.3% in Q2 2026, buying an estimated $1.77K and bringing the position to 5,239 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

UMB Bank first reported a position in AGNC in Q2 2014 and has held it in 11 quarters since. The position peaked at $339K in Q2 2014. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • UMB Bank held 5,239 shares of AGNC Investment worth $57.1K as of Q2 2026.
  • UMB Bank bought 168 AGNC Investment shares in Q2 2026, an estimated $1.77K.
  • AGNC Investment made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1267 holding.
  • UMB Bank first reported a position in AGNC Investment in Q2 2014 and has held it in 11 quarters since.
  • UMB Bank's AGNC Investment position peaked at $339K in Q2 2014.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.