Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$609,113
+$508,813 QoQ
Shares Held
55,882
+458.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#287
of 698 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $1,129,457 across 9 REIT - Mortgage names. AGNC ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
55,882 | $609,113 | |
| 2 | NLY |
Annaly Capital Management Inc
|
13,571 | $303,447 | |
| 3 | DX |
Dynex Capital Inc
|
4,676 | $61,302 | |
| 4 | EFC |
Ellington Financial Inc.
|
4,051 | $55,134 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
4,940 | $34,431 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
1,732 | $28,370 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
|
2,500 | $19,750 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
787 | $13,339 |
All Filings in AGNC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,113 | 55,882 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $100,300 | 10,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $484,093 | 45,158 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $439,551 | 44,898 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $400,270 | 43,555 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $517,597 | 54,029 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $490,671 | 53,276 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $127,740 | 13,390 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 AGNCN | $264,870 | 10,540 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||