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 Q2	$1.42M	Sell	130,000 -110,000	-46%	-$1.16M	0.01%	824
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 $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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group reduced its AGNC Investment (AGNC) stake by 21% in Q2 2026, selling an estimated $286K and leaving 99,205 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #936.

Jefferies Financial Group first reported a position in AGNC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.84M in Q4 2023. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Jefferies Financial Group held 99,205 shares of AGNC Investment worth $1.08M as of Q2 2026.
Jefferies Financial Group sold 27,100 AGNC Investment shares in Q2 2026, an estimated $286K.
AGNC Investment made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #936 holding.
Jefferies Financial Group first reported a position in AGNC Investment in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's AGNC Investment position peaked at $1.84M in Q4 2023.
706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.