AGNC Investment Corp.
US ˙ NasdaqGS ˙ US00123Q1040

SecurityAGNC / AGNC Investment Corp.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership24,417 shares
Latest Disclosed Value $ 244,903
IFP Advisors, Inc reports 17.35% increase in ownership of AGNC / AGNC Investment Corp.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 24,417 shares of AGNC Investment Corp. (US:AGNC) valued at $244,903 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 20,807 shares of AGNC Investment Corp.. This represents a change in shares of 17.35% during the quarter. The current value of the position is $248,321 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F AGNC INVT re 00123Q104 24,417 3,610 17.35 245 9.42 0.0051
2026-02-06 2025-12-31 13F AGNC INVT re 00123Q104 20,807 -1,737 -7.70 223 1.36 0.0050
2026-02-06 2025-09-30 13F/A-1 AGNC INVT re 00123Q104 22,544 4,040 21.83 221 17.65 0.0057
2025-12-02 2025-09-30 13F AGNC INVT re 00123Q104 19,701 1,197 249 0.0064
2025-07-24 2025-06-30 13F AGNC INVT re 00123Q104 18,504 12,025 185.60 188 201.61 0.0053
2025-05-05 2025-03-31 13F AGNC INVT re 00123Q104 6,479 1,261 24.17 62 29.17 0.0019
2025-02-04 2024-12-31 13F AGNC INVT re 00123Q104 5,218 -48,130 -90.22 48 -91.40 0.0016
2025-02-04 2024-09-30 13F AGNC INVT re 00123Q104 53,348 47,157 761.70 558 845.76 0.0201
2024-07-30 2024-06-30 13F AGNC INVT re 00123Q104 6,191 4,400 245.67 59 247.06 0.0023
2024-07-30 2024-03-31 13F AGNC INVT re 00123Q104 1,791 -154 -7.92 18 -10.53 0.0008
2024-01-09 2023-12-31 13F AGNC INVT re 00123Q104 1,945 1,791 1,162.99 19 1,800.00 0.0009
2023-10-12 2023-09-30 13F AGNC INVT re 00123Q104 154 -901 -85.40 1 -90.00 0.0001
2023-08-14 2023-06-30 13F/A-1 AGNC INVT re 00123Q104 1,055 -445 -29.67 11 -64.29 0.0004
2023-08-04 2023-06-30 13F AGNC INVT re 00123Q104 1,055 -445 20 0.0009
2023-04-18 2023-03-31 13F AGNC INVT re 00123Q104 1,500 -900 -37.50 28 0.0012
2023-02-07 2022-12-31 13F AGNC INVT re 00123Q104 2,400 -695 -22.46 0 -100.00 0.0012
2022-11-08 2022-09-30 13F AGNC INVT re 00123Q104 3,095 1,168 60.61 60 62.16 0.0016
2022-09-06 2022-06-30 13F/A-1 AGNC INVT re 00123Q104 1,927 0 0.00 37 0.00 0.0012
2022-08-12 2022-06-30 13F AGNC INVT CORP COM REIT 00123Q104 114 -1,813 2 0.0036
2022-09-06 2022-03-31 13F/A-1 AGNC INVT re 00123Q104 1,927 1,776 1,176.16 37 1,133.33 0.0012
2022-08-08 2022-03-31 13F AGNC INVT CORP COM REIT 00123Q104 1,103 952 21 0.0004
2022-01-12 2021-12-31 13F AGNC INVT CORP COM REIT 00123Q104 151 -875 -85.28 3 -82.35 0.0001
2021-10-06 2021-09-30 13F AGNC INVT CORP COM REIT 00123Q104 1,026 -2,062 -66.77 17 -67.31 0.0003
2021-07-13 2021-06-30 13F AGNC INVT CORP COM REIT 00123Q104 3,088 -1,695 -35.44 52 -35.00 0.0011
2021-04-30 2021-03-31 13F AGNC INVT CORP COM REIT 00123Q104 4,783 -1,471 -23.52 80 -18.37 0.0016
2021-01-25 2020-12-31 13F AGNC INVT CORP COM REIT 00123Q104 6,254 205 3.39 98 18.07 0.0040
2020-10-29 2020-09-30 13F AGNC INVT CORP COM REIT 00123Q104 6,049 -2,044 -25.26 83 -19.42 0.0050
2020-08-05 2020-06-30 13F AGNC INVT CORP COM REIT 00123Q104 8,093 5,168 176.68 103 164.10 0.0082
2020-05-12 2020-03-31 13F AGNC INVT CORP COM REIT 00123Q104 2,925 -9,472 -76.41 39 -82.59 0.0039
2020-01-17 2019-12-31 13F AGNC INVT CORP COM REIT 00123Q104 12,397 -100 -0.80 224 11.44 0.0168
2019-11-07 2019-09-30 13F AGNC INVT CORP COM REIT 00123Q104 12,497 3,582 40.18 201 24.84 0.0135
2019-05-15 2019-03-31 13F AGNC INVESTMENT Stock 00123Q104 8,915 -446,762 -98.04 161 -98.01 0.0220
2019-06-03 2018-12-31 13F/A-10 AMERICAN CAPITAL AGENCY REIT 00123Q104 455,677 8,626 1.93 8,079 -3.00 0.4924
2019-01-23 2018-12-31 13F AMERICAN CAPITAL AGENCY REIT 00123Q104 455,677 8,626 8,079 0.4924
2019-06-03 2018-09-30 13F/A-9 AMERICAN CAPITAL AGENCY REIT 00123Q104 447,051 46,696 11.66 8,329 11.90 0.3395
2018-10-25 2018-09-30 13F AMERICAN CAPITAL AGENCY REIT 00123Q104 447,051 46,696 8,329 0.3395
2019-06-03 2018-06-30 13F/A-8 AMERICAN CAPITAL AGENCY REIT 00123Q104 400,355 267,978 202.44 7,443 178.45 0.3130
2018-08-07 2018-06-30 13F AMERICAN CAPITAL AGENCY REIT 00123Q104 400,355 291,314 7,443
2019-06-03 2018-03-31 13F/A-7 AGNC INVT CORP COM REIT 00123Q104 132,377 0 0.00 2,673 0.00 0.1212
2018-05-09 2018-03-31 13F AMERICAN CAPITAL AGENCY REIT 00123Q104 109,041 -23,336 2,063
2019-06-03 2017-12-31 13F/A-6 AGNC INVT CORP COM REIT 00123Q104 132,377 1,957 1.50 2,673 -5.48 0.1212
2018-01-24 2017-12-31 13F AGNC INVT CORP COM REIT 00123Q104 132,377 1,957 2,673
2017-10-30 2017-09-30 13F AGNC INVT CORP COM REIT 00123Q104 130,420 -566 -0.43 2,828 1.40 0.1123
2019-06-03 2017-06-30 13F/A-5 AGNC INVT CORP COM REIT 00123Q104 130,986 850 0.65 2,789 7.77 0.1182
2017-07-31 2017-06-30 13F AGNC INVT CORP COM REIT 00123Q104 130,986 850 2,789
2019-06-03 2017-03-31 13F/A-4 AGNC INVT CORP COM REIT 00123Q104 130,136 98,631 313.06 2,588 353.24 0.1127
2017-04-26 2017-03-31 13F AGNC INVT CORP COM REIT 00123Q104 130,136 98,631 2,588
2019-06-03 2016-12-31 13F/A-3 AGNC INVT CORP COM REIT 00123Q104 31,505 55 0.17 571 -7.15 0.0276
2017-02-14 2016-12-31 13F AGNC INVT CORP COM REIT 00123Q104 31,505 55 571
2016-11-04 2016-09-30 13F AGNC INVT CORP COM REIT 00123Q104 31,450 787 2.57 615 1.15 0.0320
2019-06-03 2016-06-30 13F/A-2 AMERICAN CAPITAL AGENCY CORP COM REIT 02503X105 30,663 21,748 243.95 608 277.64 0.0339
2016-08-22 2016-06-30 13F AMERICAN CAPITAL AGENCY CORP COM REIT 02503X105 30,663 21,748 608
2019-06-03 2016-03-31 13F/A-1 AGNC INVESTMENT Stock 00123Q104 8,915 -18,656 -67.67 161 -66.32 0.0220
2016-05-02 2016-03-31 13F AMERICAN CAPITAL AGENCY CORP COM REIT 02503X105 27,293 -278 508
2016-02-11 2015-12-31 13F AMERICAN CAPITAL AGENCY CORP COM REIT 02503X105 27,571 27,571 478 0.0321
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.