Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$482,128
+$21,551 QoQ
Shares Held
44,232
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 705 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $1,300,292 across 5 REIT - Mortgage names. AGNC ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
44,232 | $482,128 | |
| 2 | NLY |
Annaly Capital Management Inc
|
16,970 | $379,449 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
13,085 | $214,332 | |
| 4 | FBRT |
Franklin BSP Realty Trust, Inc.
|
26,233 | $213,536 | |
| 5 | LFT |
Lument Finance Trust, Inc.
|
1,179 | $10,847 |
All Filings in AGNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,128 | 44,232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $460,577 | 45,920 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $427,792 | 39,906 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $238,327 | 24,344 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $200,323 | 21,798 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $141,515 | 14,772 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $100,941 | 10,960 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $129,672 | 12,397 | Shares | Sole | 2025-07-31 | |
| 2021-09-30 | $1,971,344 | 125,006 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,111,351 | 125,006 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,050,485 | 122,344 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,803,890 | 115,634 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||