Baird Financial Group
AGNC icon

Baird Financial Group’s AGNC Investment AGNC Stock Holding History

Baird Financial Group’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 		$5.53M Buy
507,773
+77,048
+18% +$812K 0.01% 763
2026
Q1 		$4.32M Buy
+430,725
New +$4.76M 0.01% 778
2024
Q2 		– Sell
-11,435
Closed -$113K – 1754
2024
Q1 		$113K Buy
+11,435
New +$110K ﹤0.01% 1716
2022
Q1 		– Sell
-10,115
Closed -$152K – 1800
2021
Q4 		$152K Sell
10,115
-3,083
-23% -$48.9K ﹤0.01% 1840
2021
Q3 		$208K Sell
13,198
-200
-1% -$3.24K ﹤0.01% 1792
2021
Q2 		$226K Sell
13,398
-9,189
-41% -$163K ﹤0.01% 1656
2021
Q1 		$379K Sell
22,587
-7,419
-25% -$120K ﹤0.01% 1442
2020
Q4 		$468K Buy
30,006
+3,724
+14% +$55.1K ﹤0.01% 1246
2020
Q3 		$366K Buy
+26,282
New +$362K ﹤0.01% 1248
2020
Q2 		– Sell
-23,716
Closed -$251K – 1510
2020
Q1 		$251K Sell
23,716
-14,291
-38% -$238K ﹤0.01% 1255
2019
Q4 		$672K Sell
38,007
-9,417
-20% -$160K ﹤0.01% 1088
2019
Q3 		$763K Sell
47,424
-103,126
-68% -$1.69M ﹤0.01% 1053
2019
Q2 		$2.53M Buy
150,550
+15,187
+11% +$264K 0.01% 724
2019
Q1 		$2.44M Buy
+135,363
New +$2.42M 0.01% 605
2017
Q1 		– Sell
-46,365
Closed -$841K – 1210
2016
Q4 		$841K Buy
46,365
+3,615
+8% +$68.5K 0.01% 813
2016
Q3 		$835K Sell
42,750
-13,650
-24% -$267K 0.01% 804
2016
Q2 		$1.12M Buy
56,400
+574
+1% +$10.8K 0.01% 706
2016
Q1 		$1.04M Buy
55,826
+4,148
+8% +$73.7K 0.01% 708
2015
Q4 		$896K Buy
51,678
+644
+1% +$11.7K 0.01% 732
2015
Q3 		$954K Buy
51,034
+26,180
+105% +$503K 0.01% 711
2015
Q2 		$457K Buy
+24,854
New +$512K ﹤0.01% 991

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

Baird Financial Group's AGNC Position: Q2 2026 in Review

Baird Financial Group increased its AGNC Investment (AGNC) stake by 18% in Q2 2026, buying an estimated $812K and bringing the position to 507,773 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #763.

Baird Financial Group first reported a position in AGNC in Q2 2015 and has held it in 21 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Baird Financial Group held 507,773 shares of AGNC Investment worth $5.53M as of Q2 2026.
  • Baird Financial Group bought 77,048 AGNC Investment shares in Q2 2026, an estimated $812K.
  • AGNC Investment made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #763 holding.
  • Baird Financial Group first reported a position in AGNC Investment in Q2 2015 and has held it in 21 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.