Ascent Group, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1913231 VIRGINIA BEACH, VA

Position in AGNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$144,239

+$25,153 QoQ

Shares Held

13,233

+11.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#488

of 698 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Ascent Group, LLC holds $467,171 across 3 REIT - Mortgage names. AGNC ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	12,808	$286,386
2	AGNC	AGNC Investment Corp. This page	13,233	$144,239
3	CMTG	Claros Mortgage Trust, Inc.	15,552	$36,546

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,239	13,233	+11.5%	Shares	Other	2026-08-03
2026-03-31	$119,086	11,873	-52.9%	Shares	Other	2026-05-15
2025-03-31	$241,290	25,187	—	Shares	Other	2025-05-16
No filing history on record for this holder in this stock.