Position in AGNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$204,484
+$32,080 QoQ
Shares Held
18,760
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#438
of 698 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $1,101,001 across 7 REIT - Mortgage names. AGNC ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORC |
Orchid Island Capital, Inc.
|
76,894 | $535,951 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
18,760 | $204,484 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
32,708 | $178,258 | |
| 4 | RITM |
Rithm Capital Corp.
|
9,545 | $89,627 | |
| 5 | FBRT |
Franklin BSP Realty Trust, Inc.
|
7,604 | $61,896 | |
| 6 | NLY |
Annaly Capital Management Inc
|
1,312 | $29,336 | |
| 7 | RC |
Ready Capital Corp
|
828 | $1,449 |
All Filings in AGNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,484 | 18,760 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $172,404 | 18,760 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $98,924 | 10,741 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||