Financial Gravity Asset Management, Inc.
Position in AGNC — AGNC Investment Corp.
CIK 1741736
Lakeway, TX
Position in AGNC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$188,162
+$8,442 QoQ
Shares Held
18,760
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,113,785 across 7 REIT - Mortgage names. AGNC ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORC |
Orchid Island Capital, Inc.
|
78,769 | $553,746 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
18,760 | $188,162 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
33,526 | $187,745 | |
| 4 | RITM |
Rithm Capital Corp.
|
9,545 | $90,486 | |
| 5 | FBRT |
Franklin BSP Realty Trust, Inc.
|
7,604 | $64,557 | |
| 6 | NLY |
Annaly Capital Management Inc
|
1,312 | $27,748 | |
| 7 | RC |
Ready Capital Corp
|
828 | $1,341 |
All Filings in AGNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,162 | 18,760 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $179,720 | 18,760 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $336 | 34 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $101 | 10 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2 | 10 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||