Position in AGNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$137,622
+$1,574 QoQ
Shares Held
12,626
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#498
of 698 holders
Holding Since
Mar 2022
8 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, 2026Merit Financial Group, LLC holds $2,799,738 across 6 REIT - Mortgage names. AGNC ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
121,363 | $1,296,155 | |
| 2 | NLY |
Annaly Capital Management Inc
|
26,010 | $581,582 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
87,355 | $476,084 | |
| 4 | ORC |
Orchid Island Capital, Inc.
|
38,624 | $269,208 | |
| 5 | AGNC |
AGNC Investment Corp.
This page
|
12,626 | $137,622 | |
| 6 | RC |
Ready Capital Corp
|
22,336 | $39,087 |
All Filings in AGNC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,622 | 12,626 | Shares | Other | 2026-07-20 | |
| 2025-06-30 | $136,048 | 14,804 | Shares | Sole | 2025-07-22 | |
| 2023-06-30 | $232,574 | 22,959 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $308,448 | 30,600 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $320,601 | 30,976 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $294,497 | 34,976 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $704,893 | 63,676 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $664,170 | 50,700 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||