Legacy Wealth Managment, LLC/ID

Position in AGNC — AGNC Investment Corp.

CIK 2045082 BOISE, ID

Position in AGNC

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$230

-$102 QoQ

Shares Held

-25.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Legacy Wealth Managment, LLC/ID holds $60,548 across 5 REIT - Mortgage names. AGNC ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NREF	NexPoint Real Estate Finance, Inc.	2,381	$32,072
2	NLY	Annaly Capital Management Inc	500	$10,575
3	STWD	Starwood Property Trust, Inc.	562	$9,677
4	TWO	Two Harbors Investment Corp.	700	$7,994
5	AGNC	AGNC Investment Corp. This page	23	$230

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$230	23	-25.8%	Shares	Sole	2026-05-07
2025-12-31	$332	31	+3.3%	Shares	Sole	2026-02-03
2025-09-30	$293	30	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.