Position in AGNC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$126,237
+$8,971 QoQ
Shares Held
12,586
+15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026EP Wealth Advisors, LLC holds $242,395 across 2 REIT - Mortgage names. AGNC ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
12,586 | $126,237 | |
| 2 | RITM |
Rithm Capital Corp.
|
12,253 | $116,158 |
All Filings in AGNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||