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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
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

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

Prospera Financial Services's AGNC Position: Q2 2026 in Review

Prospera Financial Services increased its AGNC Investment (AGNC) stake by 17% in Q2 2026, buying an estimated $156K and bringing the position to 102,821 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #718.

Prospera Financial Services first reported a position in AGNC in Q4 2014 and has held it in 16 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Prospera Financial Services held 102,821 shares of AGNC Investment worth $1.12M as of Q2 2026.
  • Prospera Financial Services bought 14,792 AGNC Investment shares in Q2 2026, an estimated $156K.
  • AGNC Investment made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #718 holding.
  • Prospera Financial Services first reported a position in AGNC Investment in Q4 2014 and has held it in 16 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.