Center for Financial Planning, Inc.
Position in AGNC — AGNC Investment Corp.
CIK 1803557
SOUTHFIED, MI
Position in AGNC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$32
+$2 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#697
of 698 holders
Holding Since
Dec 2023
11 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, 2026Center for Financial Planning, Inc. holds $22,099 across 5 REIT - Mortgage names. AGNC ranks #5 (0.1% of the industry book) .
All Filings in AGNC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32 | 3 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $30 | 3 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $32 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29 | 3 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27 | 3 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28 | 3 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $27 | 3 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $31 | 3 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $28 | 3 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $29 | 3 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29 | 3 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||