Strategic Financial Concepts, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1870686
SAN ANTONIO, TX
Position in AGNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$488,777
+$25,682 QoQ
Shares Held
44,842
-2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#311
of 698 holders
Holding Since
Mar 2023
12 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, 2026Strategic Financial Concepts, LLC holds $624,877 across 2 REIT - Mortgage names. AGNC ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
44,842 | $488,777 | |
| 2 | EFC |
Ellington Financial Inc.
|
10,000 | $136,100 |
All Filings in AGNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,777 | 44,842 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $463,095 | 46,171 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $454,079 | 46,382 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $394,425 | 42,919 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $415,158 | 43,336 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $581,565 | 63,145 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $694,763 | 66,421 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $64,746 | 644,716 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $616,819 | 62,305 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $569,817 | 60,362 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $486,604 | 48,036 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $485,392 | 48,154 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||