Pinnacle Wealth Planning Services, Inc.

Position in AGNC — AGNC Investment Corp.

CIK 1726752 MANSFIELD, OH

Position in AGNC

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

Position Value

$52,821

+$5,079 QoQ

Shares Held

4,846

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#564

of 696 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $912,034 across 22 REIT - Mortgage names. AGNC ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	15,775	$352,729
2	RITM	Rithm Capital Corp.	17,299	$162,437
3	BXMT	Blackstone Mortgage Trust, Inc.	3,924	$66,511
4	ARI	Apollo Commercial Real Estate Finance, Inc.	5,841	$62,381
5	AGNC	AGNC Investment Corp. This page	4,846	$52,821
6	EFC	Ellington Financial Inc.	3,145	$42,803
7	PMT	PennyMac Mortgage Investment Trust	2,388	$26,936
8	ABR	Arbor Realty Trust Inc	4,821	$26,129

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,821	4,846	+1.8%	Shares	Sole	2026-08-07
2026-03-31	$47,742	4,760	+2.5%	Shares	Sole	2026-05-11
2025-12-31	$49,794	4,645	-84.1%	Shares	Sole	2026-02-13
2024-06-30	$278,949	29,240	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$289,307	29,223	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$286,520	29,207	-0.2%	Shares	Sole	2024-02-08
2023-09-30	$276,214	29,260	+1.4%	Shares	Sole	2023-11-08
2023-06-30	$292,250	28,850	-0.0%	Shares	Sole	2023-08-07
2023-03-31	$290,898	28,859	+143.0%	Shares	Sole	2023-05-03
2022-09-30	$100,003	11,877	+2328.8%	Shares	Sole	2022-11-09
2020-12-31	$7,628	489	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.