Jefferies Financial Group’s AGNC Investment AGNC Stock Holding History

Jefferies 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 Q1	$2.41M	Buy	240,000 +170,000	+243%	+$1.88M	0.02%	568
2025 Q4	$750K	Sell	70,000 -30,000	-30%	-$308K	﹤0.01%	1205
2025 Q3	$979K	Hold	100,000	–	–	﹤0.01%	882
2025 Q2	$919K	Buy	100,000 +50,000	+100%	+$447K	0.01%	757
2025 Q1	$479K	Buy	+50,000	New	+$499K	﹤0.01%	1057
2024 Q1	–	Sell	-199,500	Closed	-$1.96M	–	1570
2023 Q4	$1.96M	Buy	+199,500	New	+$1.75M	0.01%	722
2023 Q2	–	Sell	-165,900	Closed	-$1.67M	–	1631
2023 Q1	$1.67M	Buy	+165,900	New	+$1.8M	0.01%	718

Other funds holding AGNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jefferies Financial Group's AGNC Position: Q1 2026 in Review

Jefferies Financial Group increased its AGNC Investment (AGNC) stake by 114% in Q1 2026, buying an estimated $744K and bringing the position to 126,305 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #826.

Jefferies Financial Group first reported a position in AGNC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2023. 673 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Jefferies Financial Group held 126,305 shares of AGNC Investment worth $1.27M as of Q1 2026.
Jefferies Financial Group bought 67,326 AGNC Investment shares in Q1 2026, an estimated $744K.
AGNC Investment made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #826 holding.
Jefferies Financial Group first reported a position in AGNC Investment in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's AGNC Investment position peaked at $1.84M in Q4 2023.
673 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.