WealthPlan Investment Management’s AGNC Investment AGNC Stock Holding History

WealthPlan Investment Management’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	$123K	Sell	11,310 -392	-3%	-$4.13K	0.01%	471
2026 Q1	$117K	Buy	11,702 +1,119	+11%	+$12.4K	0.01%	454
2025 Q4	$113K	Hold	10,583	–	–	0.01%	375
2025 Q3	$104K	Hold	10,583	–	–	0.01%	333
2025 Q2	$97.3K	Hold	10,583	–	–	0.01%	341
2025 Q1	$101K	Buy	+10,583	New	+$106K	0.01%	265
2024 Q4	–	Sell	-10,583	Closed	-$111K	–	263
2024 Q3	$111K	Hold	10,583	–	–	0.01%	245
2024 Q2	$101K	Hold	10,583	–	–	0.02%	184
2024 Q1	$105K	Hold	10,583	–	–	0.02%	180
2023 Q4	$104K	Hold	10,583	–	–	0.02%	188
2023 Q3	$99.9K	Buy	+10,583	New	+$105K	0.02%	167
2023 Q2	–	Sell	-10,583	Closed	-$107K	–	375
2023 Q1	$107K	Sell	10,583 -8,049	-43%	-$87.5K	0.02%	194
2022 Q4	$213K	Sell	18,632 -1,045	-5%	-$9.55K	0.01%	366
2022 Q3	$193K	Buy	+19,677	New	+$231K	0.01%	353
2022 Q1	$139K	Buy	+12,677	New	+$177K	0.01%	373

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

WealthPlan Investment Management's AGNC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its AGNC Investment (AGNC) stake by 3.3% in Q2 2026, selling an estimated $4.13K and leaving 11,310 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #471.

WealthPlan Investment Management first reported a position in AGNC in Q1 2022 and has held it in 15 quarters since. The position peaked at $213K in Q4 2022. 221 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

WealthPlan Investment Management held 11,310 shares of AGNC Investment worth $123K as of Q2 2026.
WealthPlan Investment Management sold 392 AGNC Investment shares in Q2 2026, an estimated $4.13K.
AGNC Investment made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #471 holding.
WealthPlan Investment Management first reported a position in AGNC Investment in Q1 2022 and has held it in 15 quarters since.
WealthPlan Investment Management's AGNC Investment position peaked at $213K in Q4 2022.
221 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.