PFG Investments Reduces Stake in AGNC Investment

Real estate investment trust sees 26% drop in holdings during Q4

Apr. 16, 2026 at 10:27am

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A highly detailed, industrial close-up image of the mechanical components and circuits that make up the financial infrastructure of the mortgage-backed securities market, conveying a sense of the complex systems underlying this sector.An extreme close-up of the inner workings of the mortgage-backed securities market, reflecting the volatility and complexity that institutional investors must navigate.Bethesda Today

PFG Investments LLC reduced its stake in AGNC Investment Corp. (NASDAQ:AGNC) by 26.0% during the fourth quarter, according to a recent SEC filing. The fund now owns 330,828 shares of the real estate investment trust's stock, down from 447,197 shares previously.

Why it matters

AGNC Investment is a major mortgage REIT that focuses on residential mortgage-backed securities. Changes in institutional ownership can signal shifts in market sentiment and investment strategies around the company.

The details

PFG Investments sold 116,369 shares of AGNC Investment during the fourth quarter, reducing its total holdings to 330,828 shares worth $3.55 million as of the end of 2025. The move comes as AGNC Investment's stock price has fluctuated in recent months amid volatility in the mortgage-backed securities market.

  • PFG Investments filed its Q4 2025 13F report on April 16, 2026.
  • The filing covers the three-month period from October 1 to December 31, 2025.

The players

PFG Investments LLC

An institutional investment firm that manages a portfolio of stocks, bonds, and other securities.

AGNC Investment Corp.

A real estate investment trust that primarily invests in residential mortgage-backed securities.

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The takeaway

The reduction in PFG Investments' AGNC Investment holdings could signal broader uncertainty around the mortgage REIT sector as interest rates and market conditions remain in flux.