Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$330,455
+$21,712 QoQ
Shares Held
30,317
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#371
of 698 holders
Holding Since
Mar 2023
14 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, 2026Mutual Advisors, LLC holds $2,155,498 across 6 REIT - Mortgage names. AGNC ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
32,036 | $716,324 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
36,753 | $602,014 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
30,317 | $330,455 | |
| 4 | DX |
Dynex Capital Inc
|
18,505 | $242,600 | |
| 5 | RITM |
Rithm Capital Corp.
|
15,215 | $142,868 | |
| 6 | FBRT |
Franklin BSP Realty Trust, Inc.
|
14,894 | $121,237 |
All Filings in AGNC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,455 | 30,317 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $308,743 | 30,782 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $315,071 | 29,391 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $286,034 | 29,217 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $178,111 | 19,381 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $184,319 | 19,240 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $181,897 | 19,750 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $219,314 | 20,967 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $199,853 | 20,949 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $209,979 | 21,210 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $128,589 | 13,108 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $128,299 | 13,591 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $132,399 | 13,070 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $114,559 | 11,365 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||