Plante Moran Financial Advisors, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1424717
SOUTHFIELD, MI
Position in AGNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$294
-$6,624 QoQ
Shares Held
27
-95.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#685
of 695 holders
Holding Since
Mar 2021
3 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, 2026Plante Moran Financial Advisors, LLC holds $4,976 across 11 REIT - Mortgage names. AGNC ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
174 | $1,633 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
43 | $728 | |
| 3 | NLY |
Annaly Capital Management Inc
|
20 | $447 | |
| 4 | DX |
Dynex Capital Inc
|
33 | $432 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
21 | $366 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
31 | $331 | |
| 7 | AGNC |
AGNC Investment Corp.
This page
|
27 | $294 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
25 | $234 |
All Filings in AGNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294 | 27 | Shares | Sole | 2026-08-06 | |
| 2022-06-30 | $6,918 | 625 | Shares | Sole | 2022-08-02 | |
| 2021-03-31 | $1,676 | 100 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||