Envestnet Portfolio Solutions, Inc.

Position in AGNC — AGNC Investment Corp.

CIK 1998033 BERWYN, PA

Position in AGNC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$860,609

-$188,057 QoQ

Shares Held

78,955

-24.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#235

of 698 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $3,601,658 across 5 REIT - Mortgage names. AGNC ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	90,271	$2,018,459
2	AGNC	AGNC Investment Corp. This page	78,955	$860,609
3	ARR	Armour Residential REIT, Inc.	16,812	$293,369
4	STWD	Starwood Property Trust, Inc.	15,358	$251,564
5	LADR	Ladder Capital Corp	17,855	$177,657

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$860,609	78,955	-24.5%	Shares	Sole	2026-07-20
2026-03-31	$1,048,666	104,553	-6.2%	Shares	Sole	2026-04-29
2025-12-31	$1,195,440	111,515	-4.7%	Shares	Sole	2026-02-06
2025-09-30	$1,145,547	117,012	+11.7%	Shares	Sole	2025-10-30
2025-06-30	$962,367	104,719	+5.8%	Shares	Sole	2025-07-25
2025-03-31	$948,209	98,978	-19.6%	Shares	Sole	2025-04-21
2024-12-31	$1,133,382	123,060	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$1,264,038	120,845	+16.1%	Shares	Sole	2024-10-31
2024-06-30	$992,656	104,052	+12.4%	Shares	Sole	2024-07-16
2024-03-31	$916,710	92,597	+89.5%	Shares	Sole	2024-05-06
2023-12-31	$479,355	48,864	+6.9%	Shares	Sole	2024-02-07
2023-09-30	$431,644	45,725	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.