Orion Porfolio Solutions, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1360533 OMAHA, NE

Position in AGNC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$460,577

+$32,785 QoQ

Shares Held

45,920

+15.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 31.09320557491289.ToString("F0")% Shared 0.ToString("F0")% None 68.9067944250871.ToString("F0")%

Real Estate · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $1,480,513 across 5 REIT - Mortgage names. AGNC ranks #1 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	45,920	$460,577
2	NLY	Annaly Capital Management Inc	17,870	$377,950
3	STWD	Starwood Property Trust, Inc.	13,600	$234,192
4	FBRT	Franklin BSP Realty Trust, Inc.	25,161	$213,616
5	RITM	Rithm Capital Corp.	20,483	$194,178

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$460,577	45,920	+15.1%	Shares	Sole	2026-05-13
2025-12-31	$427,792	39,906	+63.9%	Shares	Sole	2026-02-12
2025-09-30	$238,327	24,344	+11.7%	Shares	Sole	2025-11-12
2025-06-30	$200,323	21,798	+47.6%	Shares	Sole	2025-08-27
2025-03-31	$141,515	14,772	+34.8%	Shares	Sole	2025-08-01
2024-12-31	$100,941	10,960	-11.6%	Shares	Sole	2025-08-01
2024-09-30	$129,672	12,397	-90.1%	Shares	Sole	2025-07-31
2021-09-30	$1,971,344	125,006	0.0%	Shares	Sole	2021-11-08
2021-06-30	$2,111,351	125,006	+2.2%	Shares	Sole	2021-08-03
2021-03-31	$2,050,485	122,344	+5.8%	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.