Position in AGNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$146,877
+$22,014 QoQ
Shares Held
13,475
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#485
of 698 holders
Holding Since
Sep 2023
3 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, 2026NWF Advisory Services Inc. holds $520,105 across 3 REIT - Mortgage names. AGNC ranks #2 (28.2% of the industry book) .
All Filings in AGNC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,877 | 13,475 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $124,863 | 12,449 | Shares | Sole | 2026-05-04 | |
| 2023-09-30 | $232,601 | 24,640 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||