Position in EFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$134,189
-$29,911 QoQ
Shares Held
11,324
-6.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Portside Wealth Group, LLC holds $245,794 across 1 REIT - Mortgage name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
22,550 | $245,794 |
All Filings in EFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,189 | 11,324 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $164,100 | 12,084 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $164,131 | 12,645 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $171,960 | 13,238 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $179,314 | 13,523 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $163,098 | 13,457 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $185,809 | 14,415 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $153,742 | 12,727 | Shares | Other | 2024-07-18 | |
| 2023-09-30 | $135,960 | 10,903 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $138,938 | 10,068 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||