Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$703,420
+$110,106 QoQ
Shares Held
64,534
+9.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#273
of 705 holders
Holding Since
Sep 2021
20 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, 2026Larson Financial Group LLC holds $3,322,464 across 26 REIT - Mortgage names. AGNC ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
224,436 | $2,107,454 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
64,534 | $703,420 | |
| 3 | EFC |
Ellington Financial Inc.
|
14,433 | $196,433 | |
| 4 | DX |
Dynex Capital Inc
|
5,097 | $66,821 | |
| 5 | NLY |
Annaly Capital Management Inc
|
2,964 | $66,275 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
10,000 | $54,200 | |
| 7 | CIM |
Chimera Investment Corp
|
1,870 | $24,945 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
1,683 | $15,786 |
All Filings in AGNC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,420 | 64,534 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $593,314 | 59,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $430,847 | 40,191 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $398,472 | 40,702 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,034 | 2,180 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,527 | 3,291 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,110 | 772 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,223 | 595 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,437 | 570 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $34,501 | 3,485 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $33,079 | 3,372 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $30,953 | 3,279 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $32,426 | 3,201 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $31,479 | 3,123 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $31,639 | 3,057 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,493 | 2,909 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,490 | 1,038 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $13,597 | 1,038 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $15,611 | 1,038 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $13,956 | 885 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||