Position in AGNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$245,794
-$12,538 QoQ
Shares Held
22,550
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#407
of 698 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $245,794 across 1 REIT - Mortgage name. AGNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
22,550 | $245,794 |
All Filings in AGNC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,794 | 22,550 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $258,332 | 25,756 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $220,917 | 20,608 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $194,272 | 19,844 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $182,053 | 19,810 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $187,298 | 19,551 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $177,062 | 19,225 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $215,078 | 20,562 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $175,516 | 18,398 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $150,727 | 15,225 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $138,556 | 14,124 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $122,502 | 12,977 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $118,672 | 11,715 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||