Position in AGNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$81,750
+$28,150 QoQ
Shares Held
7,500
+50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#554
of 701 holders
Holding Since
Dec 2025
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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $108,582 across 2 REIT - Mortgage names. AGNC ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
7,500 | $81,750 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,200 | $26,832 |
All Filings in AGNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,750 | 7,500 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $53,600 | 5,000 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||