Position in AGNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$117,076
+$11,210 QoQ
Shares Held
10,741
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#533
of 701 holders
Holding Since
Jun 2025
4 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 Jun 30, 2026Beacon Financial Advisory LLC holds $506,385 across 2 REIT - Mortgage names. AGNC ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
17,411 | $389,309 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
10,741 | $117,076 |
All Filings in AGNC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,076 | 10,741 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $105,866 | 10,555 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $118,175 | 12,071 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $109,848 | 11,953 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||