Position in AGNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$57,105
+$6,243 QoQ
Shares Held
5,239
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#552
of 686 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $914,223 across 17 REIT - Mortgage names. AGNC ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
28,249 | $462,718 | |
| 2 | NLY |
Annaly Capital Management Inc
|
8,442 | $188,763 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
5,239 | $57,105 | |
| 4 | RITM |
Rithm Capital Corp.
|
5,272 | $49,504 | |
| 5 | DX |
Dynex Capital Inc
|
3,500 | $45,885 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,085 | $35,340 | |
| 7 | MFA |
Mfa Financial, Inc.
|
1,950 | $18,895 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,008 | $10,765 |
All Filings in AGNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,105 | 5,239 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $50,862 | 5,071 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $53,900 | 5,028 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,820 | 186 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $165 | 18 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $1,888 | 205 | Shares | Defined | 2025-01-16 | |
| 2022-09-30 | $858 | 102 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $8,114 | 733 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $9,602 | 733 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $11,024 | 733 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||