Position in AGNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$165,919
+$2,491 QoQ
Shares Held
15,222
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#474
of 705 holders
Holding Since
Mar 2026
2 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, 2026Rothschild Wealth LLC holds $270,801 across 2 REIT - Mortgage names. AGNC ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
15,222 | $165,919 | |
| 2 | LOAN |
Manhattan Bridge Capital, Inc
|
23,204 | $104,882 |
All Filings in AGNC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,919 | 15,222 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $163,428 | 16,294 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||