Perigon Wealth Management, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1575239 SAN FRANCISCO, CA

Position in AGNC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$173,669

+$41,033 QoQ

Shares Held

15,933

+20.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#469

of 698 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Real Estate · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $1,453,382 across 3 REIT - Mortgage names. AGNC ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	51,697	$1,155,944
2	AGNC	AGNC Investment Corp. This page	15,933	$173,669
3	RITM	Rithm Capital Corp.	13,181	$123,769

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$173,669	15,933	+20.5%	Shares	Sole	2026-08-07
2026-03-31	$132,636	13,224	+0.5%	Shares	Sole	2026-04-10
2025-12-31	$141,107	13,163	+12.1%	Shares	Sole	2026-01-16
2025-09-30	$114,954	11,742	-45.0%	Shares	Sole	2025-10-17
2025-06-30	$196,252	21,355	+71.5%	Shares	Sole	2025-07-16
2025-03-31	$119,261	12,449	-27.7%	Shares	Sole	2025-04-23
2024-12-31	$158,577	17,218	-18.1%	Shares	Sole	2025-01-22
2024-09-30	$219,931	21,026	+5.7%	Shares	Sole	2024-10-16
2024-06-30	$189,693	19,884	+5.3%	Shares	Sole	2024-08-02
2024-03-31	$186,981	18,887	-7.5%	Shares	Sole	2024-04-29
2023-12-31	$200,339	20,422	+74.3%	Shares	Sole	2024-01-29
2023-09-30	$110,627	11,719	+1.2%	Shares	Sole	2023-10-30
2023-06-30	$117,254	11,575	+5.9%	Shares	Sole	2023-08-02
2023-03-31	$110,184	10,931	-60.8%	Shares	Sole	2023-05-03
2022-12-31	$288,785	27,902	-37.0%	Shares	Sole	2023-05-01
2022-09-30	$372,753	44,270	-12.8%	Shares	Sole	2022-12-13
2022-06-30	$561,857	50,755	+29.9%	Shares	Sole	2022-08-11
2022-03-31	$511,948	39,080	+111.8%	Shares	Sole	2022-05-16
2021-12-31	$277,518	18,452	+38.7%	Shares	Sole	2022-02-11
2021-09-30	$209,756	13,301	+23.5%	Shares	Sole	2021-11-01
2021-06-30	$181,854	10,767	+1.4%	Shares	Sole	2021-07-19
2021-03-31	$177,957	10,618	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$165,032	10,579	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.