Position in AGNC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$14,355
+$1,437 QoQ
Shares Held
1,317
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#611
of 698 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $90,689 across 6 REIT - Mortgage names. AGNC ranks #4 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,578 | $35,284 | |
| 2 | PMT |
PennyMac Mortgage Investment Trust
|
1,485 | $16,750 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
856 | $14,937 | |
| 4 | AGNC |
AGNC Investment Corp.
This page
|
1,317 | $14,355 | |
| 5 | DX |
Dynex Capital Inc
|
448 | $5,873 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
644 | $3,490 |
All Filings in AGNC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,355 | 1,317 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $12,918 | 1,288 | Shares | Sole | 2026-07-01 | |
| 2025-12-31 | $13,346 | 1,245 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,924 | 1,218 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||