MISSION WEALTH MANAGEMENT, LP

Position in AGNC — AGNC Investment Corp.

CIK 1645382 Santa Barbara, CA

Position in AGNC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$182,902

+$20,687 QoQ

Shares Held

16,780

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#460

of 698 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $509,849 across 4 REIT - Mortgage names. AGNC ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	9,624	$215,192
2	AGNC	AGNC Investment Corp. This page	16,780	$182,902
3	ABR	Arbor Realty Trust Inc	12,197	$66,107
4	RC	Ready Capital Corp	26,085	$45,648

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,902	16,780	+3.8%	Shares	Sole	2026-07-20
2026-03-31	$162,215	16,173	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$173,085	16,146	0.0%	Shares	Sole	2026-02-05
2025-09-30	$158,069	16,146	0.0%	Shares	Sole	2025-11-04
2025-06-30	$148,381	16,146	+0.2%	Shares	Sole	2025-08-05
2025-03-31	$154,352	16,112	+3.2%	Shares	Sole	2025-04-17
2022-12-31	$161,563	15,610	+0.3%	Shares	Sole	2023-02-02
2022-09-30	$131,082	15,568	+14.7%	Shares	Sole	2022-10-12
2022-06-30	$150,197	13,568	-4.6%	Shares	Sole	2022-07-27
2022-03-31	$186,255	14,218	+25.7%	Shares	Sole	2022-04-25
2021-12-31	$170,147	11,313	+6.1%	Shares	Sole	2022-02-11
2021-09-30	$168,155	10,663	—	Shares	Sole	2021-11-05
No filing history on record for this holder in this stock.