Position in AGNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$170,510
-$11,730 QoQ
Shares Held
17,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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 Mar 31, 2026Navis Wealth Advisors, LLC holds $1,489,738 across 4 REIT - Mortgage names. AGNC ranks #4 (11.4% of the industry book) .
All Filings in AGNC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,510 | 17,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $182,240 | 17,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $166,430 | 17,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $156,230 | 17,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $162,860 | 17,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $156,570 | 17,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $177,820 | 17,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $162,180 | 17,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $168,300 | 17,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $166,770 | 17,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $160,480 | 17,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $172,210 | 17,000 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $171,360 | 17,000 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $143,140 | 17,000 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $188,190 | 17,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $222,700 | 17,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $304,560 | 20,250 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $268,090 | 17,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $287,130 | 17,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $284,920 | 17,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $265,200 | 17,000 | Shares | Sole | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||