WealthPLAN Partners’s AGNC Investment AGNC Stock Holding History

WealthPLAN Partners’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	$140K	Buy	12,847 +49	+0.4%	+$516	0.03%	220
2026 Q1	$128K	Buy	12,798 +772	+6%	+$8.54K	0.02%	217
2025 Q4	$129K	Sell	12,026 -459	-4%	-$4.72K	0.02%	270
2025 Q3	$122K	Hold	12,485	–	–	0.02%	248
2025 Q2	$115K	Hold	12,485	–	–	0.02%	252
2025 Q1	$120K	Hold	12,485	–	–	0.02%	244
2024 Q4	$115K	Buy	12,485 +700	+6%	+$6.83K	0.02%	237
2024 Q3	$123K	Buy	+11,785	New	+$120K	0.02%	252
2024 Q2	–	Sell	-11,800	Closed	-$117K	–	299
2024 Q1	$117K	Sell	11,800 -1,000	-8%	-$9.65K	0.01%	298
2023 Q4	$126K	Hold	12,800	–	–	0.01%	312
2023 Q3	$121K	Buy	12,800 +2,800	+28%	+$27.7K	0.01%	307
2023 Q2	$101K	Buy	10,000 +2,000	+25%	+$19.4K	0.01%	397
2023 Q1	$80.6K	Sell	8,000 -10,632	-57%	-$116K	0.01%	466
2022 Q4	$213K	Buy	+18,632	New	+$170K	0.01%	366
2022 Q1	$139K	Hold	12,677	–	–	0.01%	373
2021 Q4	$189K	Buy	12,677 +49	+0.4%	+$776	0.01%	370
2021 Q3	$200K	Sell	12,628 -87	-0.7%	-$1.41K	0.01%	364
2021 Q2	$207K	Buy	12,715 +54	+0.4%	+$959	0.01%	340
2021 Q1	$227K	Hold	12,661	–	–	0.02%	301
2020 Q4	$205K	Hold	12,661	–	–	0.02%	313
2020 Q3	$184K	Hold	12,661	–	–	0.02%	294
2020 Q2	$174K	Hold	12,661	–	–	0.02%	290
2020 Q1	$157K	Sell	12,661 -993	-7%	-$16.6K	0.02%	238
2019 Q4	$259K	Sell	13,654 -100	-0.7%	-$1.7K	0.03%	215
2019 Q3	$239K	Buy	13,754 +1,026	+8%	+$16.8K	0.03%	215
2019 Q2	$213K	Sell	12,728 -908	-7%	-$15.8K	0.03%	219
2019 Q1	$238K	Hold	13,636	–	–	0.04%	228
2018 Q4	$240K	Buy	13,636 +415	+3%	+$7.39K	0.04%	218
2018 Q3	$231K	Hold	13,221	–	–	0.04%	218
2018 Q2	$245K	Hold	13,221	–	–	0.05%	215
2018 Q1	$251K	Buy	13,221 +403	+3%	+$7.65K	0.06%	230
2017 Q4	$259K	Buy	12,818 +15	+0.1%	+$308	0.07%	174
2017 Q3	$278K	Buy	12,803 +175	+1%	+$3.74K	0.08%	152
2017 Q2	$269K	Buy	12,628 +11,870	+1,566%	+$247K	0.08%	144
2017 Q1	$15.3K	Buy	+758	New	+$14.6K	0.05%	211
2016 Q3	–	Sell	-27,906	Closed	-$286K	–	950
2016 Q2	$286K	Buy	+27,906	New	+$527K	0.04%	300
2015 Q4	$239K	Buy	+37,012	New	+$672K	0.04%	236
2015 Q2	$211K	Hold	11,500	–	–	0.09%	90
2015 Q1	$246K	Buy	+11,500	New	+$249K	0.11%	104

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's AGNC Position: Q2 2026 in Review

WealthPLAN Partners increased its AGNC Investment (AGNC) stake by 0.38% in Q2 2026, buying an estimated $516 and bringing the position to 12,847 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #220.

WealthPLAN Partners first reported a position in AGNC in Q1 2015 and has held it in 39 quarters since. The position peaked at $286K in Q2 2016. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

WealthPLAN Partners held 12,847 shares of AGNC Investment worth $140K as of Q2 2026.
WealthPLAN Partners bought 49 AGNC Investment shares in Q2 2026, an estimated $516.
AGNC Investment made up 0.03% of WealthPLAN Partners's portfolio in Q2 2026, its #220 holding.
WealthPLAN Partners first reported a position in AGNC Investment in Q1 2015 and has held it in 39 quarters since.
WealthPLAN Partners's AGNC Investment position peaked at $286K in Q2 2016.
700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.