Position in AGNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,499
+$448 QoQ
Shares Held
688
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#630
of 698 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $29,563 across 10 REIT - Mortgage names. AGNC ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
1,062 | $9,972 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
688 | $7,499 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
245 | $4,275 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
232 | $2,477 | |
| 5 | PMT |
PennyMac Mortgage Investment Trust
|
131 | $1,477 | |
| 6 | NLY |
Annaly Capital Management Inc
|
58 | $1,296 | |
| 7 | STWD |
Starwood Property Trust, Inc.
|
71 | $1,162 | |
| 8 | RWT |
Redwood Trust Inc
|
245 | $1,161 |
All Filings in AGNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,499 | 688 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,051 | 703 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,308 | 775 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,578 | 672 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $12,617 | 1,373 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,599 | 1,002 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,777 | 953 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,246 | 406 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,873 | 406 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,019 | 406 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,982 | 406 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,587 | 380 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,720 | 466 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,160 | 512 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,569 | 828 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,877 | 698 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,634 | 1,051 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $18,273 | 1,215 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,094 | 1,084 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||