Position in AGNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$257,359
+$4,413 QoQ
Shares Held
23,611
-6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#404
of 701 holders
Holding Since
Dec 2022
7 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, 2026Fiduciary Alliance LLC holds $898,733 across 2 REIT - Mortgage names. AGNC ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,684 | $641,374 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
23,611 | $257,359 |
All Filings in AGNC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,359 | 23,611 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $252,946 | 25,219 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $286,652 | 26,740 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $261,784 | 26,740 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $246,071 | 26,776 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $31,484 | 3,108 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $1,117 | 108 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||