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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 		– Sell
-300
Closed -$3.01K – 230
2026
Q1 		$3.01K Buy
+300
New +$3.32K ﹤0.01% 221

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 263 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.
  • 263 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.