Stifel Financial
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Stifel Financial’s AGNC Investment AGNC Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-800
Closed -$17K – 2304
2014
Q4 		$17K Hold
800
– – ﹤0.01% 2273
2014
Q3 		$18K Hold
800
– – ﹤0.01% 2185
2014
Q2 		$18K Buy
+800
New +$18.4K ﹤0.01% 2178

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

Stifel Financial's AGNC Position: Q2 2026 in Review

Stifel Financial increased its AGNC Investment (AGNC) stake by 2% in Q2 2026, buying an estimated $300K and bringing the position to 1,465,104 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #780.

Stifel Financial first reported a position in AGNC in Q1 2014 and has held it in 50 quarters since. The position peaked at $17.4M in Q4 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Stifel Financial held 1,465,104 shares of AGNC Investment worth $16M as of Q2 2026.
  • Stifel Financial bought 28,442 AGNC Investment shares in Q2 2026, an estimated $300K.
  • AGNC Investment made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #780 holding.
  • Stifel Financial first reported a position in AGNC Investment in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's AGNC Investment position peaked at $17.4M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.