Position in AGNC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$140,926
+$140,507 QoQ
Shares Held
12,929
+51616.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#493
of 698 holders
Holding Since
Mar 2020
6 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, 2026Valeo Financial Advisors, LLC holds $344,895 across 2 REIT - Mortgage names. AGNC ranks #2 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
21,722 | $203,969 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
12,929 | $140,926 |
All Filings in AGNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,926 | 12,929 | Shares | Sole | 2026-07-08 | |
| 2021-03-31 | $419 | 25 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $312 | 20 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $278 | 20 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,580 | 200 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,116 | 200 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||