Position in AGNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$251,691
+$20,089 QoQ
Shares Held
23,091
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#404
of 698 holders
Holding Since
Sep 2024
8 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, 2026AA Financial Advisors, LLC holds $483,832 across 2 REIT - Mortgage names. AGNC ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
23,091 | $251,691 | |
| 2 | NLY |
Annaly Capital Management Inc
|
10,382 | $232,141 |
All Filings in AGNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,691 | 23,091 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $231,602 | 23,091 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $247,535 | 23,091 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $226,060 | 23,091 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $212,206 | 23,091 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $221,211 | 23,091 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $225,663 | 24,502 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $255,767 | 24,452 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||