Planning Strategies Inc.’s AGNC Investment AGNC Stock Holding History

Planning Strategies Inc.’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	$1.33K	Buy	+122	New	+$1.28K	﹤0.01%	692

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Planning Strategies Inc.'s AGNC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in AGNC Investment (AGNC) in Q2 2026: 122 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings.

252 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Planning Strategies Inc. held 122 shares of AGNC Investment worth $1.33K as of Q2 2026.
AGNC Investment was a new Planning Strategies Inc. position in Q2 2026.
AGNC Investment made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #692 holding.
252 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.