Position in AGNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,639
+$1,807 QoQ
Shares Held
2,077
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#596
of 696 holders
Holding Since
Dec 2020
12 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, 2026MONTAG A & ASSOCIATES INC holds $95,711 across 2 REIT - Mortgage names. AGNC ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
3,268 | $73,072 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
2,077 | $22,639 |
All Filings in AGNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,639 | 2,077 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,832 | 2,077 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $40,135 | 3,744 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $106,848 | 10,914 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $100,299 | 10,914 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $70,211 | 7,329 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $67,500 | 7,329 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $76,661 | 7,329 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $69,918 | 7,329 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $55,301 | 5,586 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $54,798 | 5,586 | Shares | Sole | 2024-02-07 | |
| 2020-12-31 | $132,600 | 8,500 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||