Position in AGNC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$94,524
+$7,424 QoQ
Shares Held
8,672
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#549
of 698 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $96,305 across 4 REIT - Mortgage names. AGNC ranks #1 (98.2% of the industry book) .
All Filings in AGNC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,524 | 8,672 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $87,100 | 8,684 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $77,205 | 7,202 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $64,183 | 6,556 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $60,249 | 6,556 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $49,844 | 5,203 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $47,919 | 5,203 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $54,423 | 5,203 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $47,614 | 4,991 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $43,718 | 4,416 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $37,081 | 3,780 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||