One Charles Private Wealth Services, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1800938
HINGHAM, MA
Position in AGNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$175,370
+$12,864 QoQ
Shares Held
16,089
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#457
of 686 holders
Holding Since
Jun 2025
5 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, 2026One Charles Private Wealth Services, LLC holds $410,814 across 3 REIT - Mortgage names. AGNC ranks #2 (42.7% of the industry book) .
All Filings in AGNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,370 | 16,089 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $162,506 | 16,202 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $171,541 | 16,002 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $155,553 | 15,889 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,229 | 18,741 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||