SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in AGNC — AGNC Investment Corp.

CIK 1531593 NEW YORK, NY

Position in AGNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$98,100

-$630,078 QoQ

Shares Held

9,000

-87.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#547

of 698 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $306,799 across 4 REIT - Mortgage names. AGNC ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	8,700	$194,532
2	AGNC	AGNC Investment Corp. This page	9,000	$98,100
3	ABR	Arbor Realty Trust Inc	2,133	$11,560
4	RC	Ready Capital Corp	1,490	$2,607

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,100	9,000	-87.6%	Shares	Sole	2026-08-03
2026-03-31	$728,178	72,600	-40.0%	Shares	Sole	2026-04-30
2025-12-31	$1,297,120	121,000	-13.4%	Shares	Sole	2026-02-17
2025-09-30	$1,367,663	139,700	+3075.0%	Shares	Sole	2025-11-13
2025-06-30	$40,436	4,400	-36.2%	Shares	Sole	2025-08-12
2025-03-31	$66,102	6,900	-84.9%	Shares	Sole	2025-05-13
2024-12-31	$419,976	45,600	+89.2%	Shares	Sole	2025-02-12
2024-09-30	$252,086	24,100	-55.0%	Shares	Sole	2024-11-07
2024-06-30	$511,344	53,600	+70.2%	Shares	Sole	2024-07-26
2024-03-31	$311,850	31,500	-31.7%	Shares	Sole	2024-05-13
2023-12-31	$452,241	46,100	+902.2%	Shares	Sole	2024-02-14
2023-06-30	$46,598	4,600	-2.1%	Shares	Sole	2023-08-14
2022-09-30	$39,574	4,700	-53.5%	Shares	Sole	2022-11-02
2022-06-30	$111,807	10,100	+94.2%	Shares	Sole	2022-08-02
2022-03-31	$68,120	5,200	-82.3%	Shares	Sole	2022-05-11
2021-12-31	$442,176	29,400	-10.1%	Shares	Sole	2022-01-18
2021-09-30	$515,679	32,700	+144.0%	Shares	Sole	2021-10-20
2021-06-30	$226,326	13,400	-87.0%	Shares	Sole	2021-07-19
2021-03-31	$1,726,280	103,000	+376.9%	Shares	Sole	2021-04-14
2020-12-31	$336,960	21,600	-55.2%	Shares	Sole	2021-02-25
2020-09-30	$670,462	48,200	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.