Position in AGNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$208,582
+$82,345 QoQ
Shares Held
19,136
+52.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#432
of 698 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $432,360 across 3 REIT - Mortgage names. AGNC ranks #1 (48.2% of the industry book) .
All Filings in AGNC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,582 | 19,136 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $126,237 | 12,586 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $117,266 | 10,939 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $167,892 | 18,269 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,331 | 26,235 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $111,560 | 12,113 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $89,462 | 10,625 | Shares | Sole | 2022-12-02 | |
| No filing history on record for this holder in this stock. | ||||||