Kelleher Financial Advisors’s AGNC Investment Corp Series D AGNCM Stock Holding History

Kelleher Financial Advisors’s Portfolio AGNCM Stock Details AGNCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Buy	9,940 +148	+2%	+$3.68K	0.06%	179
2025 Q4	$240K	Buy	+9,792	New	+$242K	0.06%	194
2022 Q4	–	Sell	-13,752	Closed	-$265K	–	105
2022 Q3	$265K	Buy	13,752 +61	+0.4%	+$1.3K	0.19%	86
2022 Q2	$274K	Buy	+13,691	New	+$312K	0.12%	112

Kelleher Financial Advisors's AGNCM Position: Q1 2026 in Review

Kelleher Financial Advisors increased its AGNC Investment Corp Series D (AGNCM) stake by 1.5% in Q1 2026, buying an estimated $3.68K and bringing the position to 9,940 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #179.

Kelleher Financial Advisors first reported a position in AGNCM in Q2 2022 and has held it in 4 quarters since. The position peaked at $274K in Q2 2022. 1 fund tracked by Wall St. Rank holds AGNCM as of Q1 2026.

Kelleher Financial Advisors held 9,940 shares of AGNC Investment Corp Series D worth $244K as of Q1 2026.
Kelleher Financial Advisors bought 148 AGNC Investment Corp Series D shares in Q1 2026, an estimated $3.68K.
AGNC Investment Corp Series D made up 0.06% of Kelleher Financial Advisors's portfolio in Q1 2026, its #179 holding.
Kelleher Financial Advisors first reported a position in AGNC Investment Corp Series D in Q2 2022 and has held it in 4 quarters since.
Kelleher Financial Advisors's AGNC Investment Corp Series D position peaked at $274K in Q2 2022.
1 fund tracked by Wall St. Rank held AGNC Investment Corp Series D as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.