Position in AGNC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,443,127
-$160,970 QoQ
Shares Held
132,397
-17.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#181
of 698 holders
Holding Since
Sep 2020
21 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, 2026Cooper Financial Group holds $2,223,401 across 2 REIT - Mortgage names. AGNC ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
132,397 | $1,443,127 | |
| 2 | NLY |
Annaly Capital Management Inc
|
34,896 | $780,274 |
All Filings in AGNC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,443,127 | 132,397 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,604,097 | 159,930 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $939,918 | 87,679 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $851,083 | 86,934 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $719,678 | 78,311 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $825,317 | 86,150 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $761,252 | 82,655 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $999,212 | 95,527 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $903,619 | 94,719 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $866,467 | 87,522 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $511,307 | 52,121 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $476,512 | 50,478 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $513,439 | 50,685 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $143,448 | 14,231 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $123,848 | 11,966 | Shares | Sole | 2023-01-13 | |
| 2021-12-31 | $247,573 | 16,461 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $287,014 | 18,200 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $406,457 | 24,065 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $419,821 | 25,049 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $269,599 | 17,282 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $231,462 | 16,640 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||