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 Q3	$995K	Buy	109,671 +1,742	+2%	+$18.5K	0.01%	789
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Securities's AGNC Position: Q3 2026 in Review

Principal Securities increased its AGNC Investment (AGNC) stake by 1.6% in Q3 2026, buying an estimated $18.5K and bringing the position to 109,671 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #789.

Principal Securities first reported a position in AGNC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q1 2026. 483 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

Principal Securities held 109,671 shares of AGNC Investment worth $995K as of Q3 2026.
Principal Securities bought 1,742 AGNC Investment shares in Q3 2026, an estimated $18.5K.
AGNC Investment made up 0.01% of Principal Securities's portfolio in Q3 2026, its #789 holding.
Principal Securities first reported a position in AGNC Investment in Q4 2023 and has held it in 12 quarters since.
Principal Securities's AGNC Investment position peaked at $1.32M in Q1 2026.
483 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.