OneDigital Investment Advisors LLC
Position in AGNC — AGNC Investment Corp.
CIK 1690370
OVERLAND PARK, KS
Position in AGNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$243,582
+$23,534 QoQ
Shares Held
22,347
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#411
of 701 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $612,801 across 3 REIT - Mortgage names. AGNC ranks #2 (39.7% of the industry book) .
All Filings in AGNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,582 | 22,347 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $220,048 | 21,939 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $411,294 | 38,367 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276,195 | 28,212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $211,673 | 23,033 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $201,687 | 21,053 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $196,513 | 21,337 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $179,807 | 17,190 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||