Position in AGNC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$139,934
-$396,671 QoQ
Shares Held
12,838
-76.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 698 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Annex Advisory Services, LLC holds $139,934 across 1 REIT - Mortgage name. AGNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
12,838 | $139,934 |
All Filings in AGNC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,934 | 12,838 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $536,605 | 53,500 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $572,287 | 53,385 | Shares | Sole | 2026-01-26 | |
| 2024-06-30 | $201,475 | 21,119 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||