Position in AGNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$698,700
+$302,867 QoQ
Shares Held
64,101
+62.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 698 holders
Holding Since
Mar 2023
14 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, 2026Compound Planning, Inc. holds $1,262,797 across 2 REIT - Mortgage names. AGNC ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
64,101 | $698,700 | |
| 2 | NLY |
Annaly Capital Management Inc
|
25,228 | $564,097 |
All Filings in AGNC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,700 | 64,101 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $395,833 | 39,465 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $425,765 | 39,717 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $301,091 | 30,755 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $259,378 | 28,224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $240,716 | 25,127 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $217,134 | 23,576 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $281,028 | 26,867 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $232,470 | 24,368 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $250,044 | 25,257 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $211,837 | 21,594 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $128,242 | 13,585 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $228,461 | 22,553 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $227,334 | 22,553 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||