Position in AGNC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$455,848
+$27,768 QoQ
Shares Held
41,821
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#37
of 124 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $852,151 across 2 REIT - Mortgage names. AGNC ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
41,821 | $455,848 | |
| 2 | IVR |
Invesco Mortgage Capital Inc.
|
50,165 | $396,303 |
All Filings in AGNC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,848 | 41,821 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $428,080 | 42,680 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,117,216 | 104,218 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $256,155 | 26,165 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $198,972 | 21,651 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $647,330 | 67,571 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $338,338 | 36,736 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $377,574 | 36,097 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $326,086 | 34,181 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $130,650 | 13,197 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $125,489 | 12,792 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $133,453 | 14,137 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $123,950 | 12,236 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $171,702 | 17,034 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $128,184 | 12,385 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||