Position in AGNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$260,597
-$8,578 QoQ
Shares Held
23,908
-10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#400
of 698 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $522,678 across 2 REIT - Mortgage names. AGNC ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
11,721 | $262,081 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
23,908 | $260,597 |
All Filings in AGNC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,597 | 23,908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $269,175 | 26,837 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $321,117 | 29,955 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $293,259 | 29,955 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $275,286 | 29,955 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $130,335 | 13,605 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $139,356 | 15,131 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $191,093 | 18,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $166,644 | 17,468 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $187,545 | 18,944 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $151,790 | 15,473 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $148,519 | 15,733 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $151,068 | 14,913 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $140,515 | 13,940 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||