Foundations Investment Advisors, LLC
EndowmentPosition in AGNC — AGNC Investment Corp.
CIK 1743404
PHOENIX, AZ
Position in AGNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,848
-$55,671 QoQ
Shares Held
11,454
-36.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#515
of 698 holders
Holding Since
Dec 2023
11 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, 2026Foundations Investment Advisors, LLC holds $1,619,160 across 4 REIT - Mortgage names. AGNC ranks #3 (7.7% of the industry book) .
All Filings in AGNC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,848 | 11,454 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $180,519 | 17,998 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $218,462 | 20,379 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $277,203 | 28,315 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $231,505 | 25,191 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $204,983 | 21,397 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $169,067 | 18,357 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $181,888 | 17,389 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $165,404 | 17,338 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $171,646 | 17,338 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $153,820 | 15,680 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||