Prospera Financial Services’s AGNC Investment AGNC Stock Holding History

Prospera Financial Services’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	–	Sell	-102,821	Closed	-$1.12M	–	1515
2026 Q2	$1.12M	Buy	102,821 +14,792	+17%	+$156K	0.02%	718
2026 Q1	$883K	Buy	88,029 +22,694	+35%	+$251K	0.01%	768
2025 Q4	$700K	Sell	65,335 -1,135	-2%	-$11.7K	0.01%	812
2025 Q3	$651K	Buy	66,470 +12,522	+23%	+$121K	0.01%	840
2025 Q2	$496K	Buy	53,948 +18,224	+51%	+$163K	0.01%	908
2025 Q1	$342K	Sell	35,724 -6,514	-15%	-$65K	0.01%	931
2024 Q4	$389K	Buy	42,238 +17,869	+73%	+$174K	0.01%	825
2024 Q3	$255K	Buy	24,369 +12,776	+110%	+$130K	0.01%	981
2024 Q2	$111K	Buy	11,593 +1,057	+10%	+$10.1K	﹤0.01%	1096
2024 Q1	$104K	Buy	+10,536	New	+$102K	﹤0.01%	1063
2022 Q2	–	Sell	-4,053	Closed	-$53K	–	1632
2022 Q1	$53K	Buy	+4,053	New	+$56.7K	﹤0.01%	1347
2020 Q4	–	Sell	-1,513	Closed	-$21K	–	691
2020 Q3	$21K	Buy	+1,513	New	+$20.8K	0.01%	878
2015 Q4	–	Sell	-10,000	Closed	-$187K	–	301
2015 Q3	$187K	Sell	10,000 -9,322	-48%	-$179K	0.05%	264
2015 Q2	$355K	Sell	19,322 -1,548	-7%	-$31.9K	0.08%	178
2015 Q1	$445K	Buy	20,870 +694	+3%	+$15K	0.1%	154
2014 Q4	$440K	Buy	+20,176	New	+$455K	0.11%	145

Other funds holding AGNC

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Prospera Financial Services's AGNC Position: Q3 2026 in Review

Prospera Financial Services sold out of AGNC Investment (AGNC) in Q3 2026, closing a stake of 102,821 shares — an estimated $1.12M sold.

Prospera Financial Services first reported a position in AGNC in Q4 2014 and held it in 16 quarters. The position peaked at $1.12M in Q2 2026. 422 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

Prospera Financial Services reported no remaining AGNC Investment position as of Q3 2026 after selling out during the quarter.
Prospera Financial Services sold 102,821 AGNC Investment shares in Q3 2026, an estimated $1.12M.
Prospera Financial Services first reported a position in AGNC Investment in Q4 2014 and held it in 16 quarters.
Prospera Financial Services's AGNC Investment position peaked at $1.12M in Q2 2026.
422 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.