Position in AGNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,871
+$2,516 QoQ
Shares Held
2,557
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#584
of 698 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $49,863 across 5 REIT - Mortgage names. AGNC ranks #1 (55.9% of the industry book) .
All Filings in AGNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,871 | 2,557 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,355 | 2,528 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $53,600 | 5,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,475 | 2,500 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $27,570 | 3,000 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $27,782 | 2,900 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||