JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1903880
MONTGOMERY, AL
Position in AGNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$805,084
+$691,774 QoQ
Shares Held
73,861
+500.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#251
of 698 holders
Holding Since
Dec 2024
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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $3,043,868 across 4 REIT - Mortgage names. AGNC ranks #2 (26.4% of the industry book) .
All Filings in AGNC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,084 | 73,861 | Shares | Other | 2026-08-06 | |
| 2024-12-31 | $113,310 | 12,303 | Shares | Other | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||