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Principal Securities’s AGNC Investment AGNC Stock Holding History

Principal Securities’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 		$1.18M Sell
107,929
-23,734
-18% -$250K 0.01% 732
2026
Q1 		$1.32M Buy
131,663
+38,180
+41% +$422K 0.02% 635
2025
Q4 		$1M Buy
93,483
+9,558
+11% +$98.3K 0.02% 697
2025
Q3 		$822K Buy
83,925
+7,409
+10% +$71.8K 0.01% 732
2025
Q2 		$703K Buy
76,516
+18,657
+32% +$167K 0.01% 721
2025
Q1 		$533K Hold
57,859
– – 0.01% 745
2024
Q4 		$533K Buy
57,859
+4,015
+7% +$39.2K 0.01% 741
2024
Q3 		$563K Buy
53,844
+9,429
+21% +$95.9K 0.01% 720
2024
Q2 		$424K Buy
44,415
+14,568
+49% +$139K 0.01% 762
2024
Q1 		$295K Buy
29,847
+7,796
+35% +$75.2K 0.01% 864
2023
Q4 		$216K Buy
+22,051
New +$194K 0.01% 910

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

Principal Securities's AGNC Position: Q2 2026 in Review

Principal Securities reduced its AGNC Investment (AGNC) stake by 18% in Q2 2026, selling an estimated $250K and leaving 107,929 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #732.

Principal Securities first reported a position in AGNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2026. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Principal Securities held 107,929 shares of AGNC Investment worth $1.18M as of Q2 2026.
  • Principal Securities sold 23,734 AGNC Investment shares in Q2 2026, an estimated $250K.
  • AGNC Investment made up 0.01% of Principal Securities's portfolio in Q2 2026, its #732 holding.
  • Principal Securities first reported a position in AGNC Investment in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's AGNC Investment position peaked at $1.32M in Q1 2026.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.