Baird Financial Group, Inc.

Position in AGNC — AGNC Investment Corp.

CIK 1648711 MILWAUKEE, WI

Position in AGNC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,534,725

+$1,214,554 QoQ

Shares Held

507,773

+17.9% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#84

of 698 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

Baird Financial Group, Inc. holds $12,849,158 across 4 REIT - Mortgage names. AGNC ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	507,773	$5,534,725
2	NLY	Annaly Capital Management Inc	223,345	$4,993,994
3	STWD	Starwood Property Trust, Inc.	135,669	$2,222,258
4	RITM	Rithm Capital Corp.	10,456	$98,181

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,534,725	507,773	+17.9%	Shares	Defined	2026-08-12
2026-03-31	$4,320,171	430,725	+3666.7%	Shares	Defined	2026-05-14
2024-03-31	$113,206	11,435	+13.0%	Shares	Defined	2024-05-14
2021-12-31	$152,129	10,115	-23.4%	Shares	Defined	2022-02-09
2021-09-30	$208,132	13,198	-1.5%	Shares	Defined	2021-11-12
2021-06-30	$226,292	13,398	-40.7%	Shares	Defined	2021-08-11
2021-03-31	$378,558	22,587	-24.7%	Shares	Defined	2021-05-13
2020-12-31	$468,093	30,006	+14.2%	Shares	Defined	2021-02-11
2020-09-30	$365,582	26,282	+10.8%	Shares	Defined	2020-11-12
2020-03-31	$250,915	23,716	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.