Position in AGNC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$124,826
+$62,761 QoQ
Shares Held
11,452
+85.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#516
of 698 holders
Holding Since
Mar 2025
6 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, 2026VSM Wealth Advisory, LLC holds $779,712 across 6 REIT - Mortgage names. AGNC ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
|
46,169 | $605,275 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
11,452 | $124,826 | |
| 3 | CIM |
Chimera Investment Corp
|
2,592 | $34,577 | |
| 4 | NLY |
Annaly Capital Management Inc
|
445 | $9,950 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
181 | $3,067 | |
| 6 | RC |
Ready Capital Corp
|
1,153 | $2,017 |
All Filings in AGNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,826 | 11,452 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $62,065 | 6,188 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,361 | 5,724 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,631 | 5,376 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $47,475 | 5,166 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $34,650 | 3,617 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||