Position in AGNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$871,814
-$544,201 QoQ
Shares Held
79,983
-43.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#232
of 698 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $1,459,188 across 2 REIT - Mortgage names. AGNC ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
79,983 | $871,814 | |
| 2 | NLY |
Annaly Capital Management Inc
|
26,269 | $587,374 |
All Filings in AGNC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,814 | 79,983 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,416,015 | 141,178 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,513,428 | 141,178 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $618,796 | 63,207 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $315,832 | 34,367 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $328,143 | 34,253 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $153,134 | 16,627 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $486,808 | 46,540 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $436,741 | 45,780 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||