Stifel Financial
AGNC icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stifel Financial's AGNC Position: Q1 2026 in Review

Stifel Financial reduced its AGNC Investment (AGNC) stake by 12% in Q1 2026, selling an estimated $2.11M and leaving 1,436,662 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #772.

Stifel Financial first reported a position in AGNC in Q1 2014 and has held it in 49 quarters since. The position peaked at $17.4M in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Stifel Financial held 1,436,662 shares of AGNC Investment worth $14.4M as of Q1 2026.
  • Stifel Financial sold 190,660 AGNC Investment shares in Q1 2026, an estimated $2.11M.
  • AGNC Investment made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #772 holding.
  • Stifel Financial first reported a position in AGNC Investment in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's AGNC Investment position peaked at $17.4M in Q4 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.