INDEPENDENT FINANCIAL GROUP, LLC

Position in AGNC — AGNC Investment Corp.

CIK 275484 SAN DIEGO, CA

Position in AGNC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,498,321

-$5,068,968 QoQ

Shares Held

412,690

-53.8% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

of 90 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. AGNC ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	326,158	$5,342,468
2	BXMT	Blackstone Mortgage Trust, Inc.	310,284	$5,259,313
3	AGNC	AGNC Investment Corp. This page	412,690	$4,498,321
4	NREF	NexPoint Real Estate Finance, Inc.	281,010	$4,355,655
5	NLY	Annaly Capital Management Inc	89,907	$2,010,320
6	ORC	Orchid Island Capital, Inc.	239,570	$1,669,802
7	ARR	Armour Residential REIT, Inc.	91,539	$1,597,355
8	RITM	Rithm Capital Corp.	144,702	$1,358,751

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,498,321	412,690	-53.8%	Shares	Sole	2026-07-15
2025-12-31	$9,567,289	892,471	+82.0%	Shares	Sole	2026-05-15
2025-09-30	$4,800,653	490,363	+15.2%	Shares	Sole	2026-05-15
2025-06-30	$3,913,460	425,839	+25.2%	Shares	Sole	2026-05-15
2025-03-31	$3,257,516	340,033	+16.2%	Shares	Sole	2026-05-19
2024-12-31	$2,694,330	292,544	-3.5%	Shares	Sole	2026-06-12
2024-09-30	$3,171,785	303,230	+7.2%	Shares	Sole	2026-06-12
2024-06-30	$2,698,284	282,839	+6.4%	Shares	Sole	2026-06-12
2024-03-31	$2,631,093	265,767	-42.9%	Shares	Sole	2026-06-12
2023-12-31	$4,564,671	465,308	+394.0%	Shares	Sole	2026-06-12
2023-09-30	$889,153	94,190	+14.9%	Shares	Sole	2026-06-12
2023-06-30	$830,558	81,990	+1.5%	Shares	Sole	2026-06-12
2023-03-31	$814,343	80,788	+6.6%	Shares	Sole	2026-06-12
2022-12-31	$784,105	75,759	-10.0%	Shares	Sole	2026-06-15
2022-09-30	$709,022	84,207	-1.1%	Shares	Sole	2026-06-15
2022-06-30	$942,422	85,133	+14.0%	Shares	Sole	2026-06-12
2022-03-31	$978,596	74,702	-49.7%	Shares	Sole	2026-06-12
2021-12-31	$2,234,372	148,562	+4.8%	Shares	Sole	2026-06-15
2021-09-30	$2,234,545	141,696	+4.6%	Shares	Sole	2026-06-15
2021-06-30	$2,288,459	135,492	-26.4%	Shares	Sole	2026-06-15
2021-03-31	$3,086,655	184,168	-3.1%	Shares	Sole	2026-06-15
2020-12-31	$2,965,903	190,122	+79.8%	Shares	Sole	2026-06-15
2020-09-30	$1,470,579	105,721	+3.3%	Shares	Sole	2026-06-15
2020-06-30	$1,320,766	102,385	+11.8%	Shares	Sole	2026-06-15
2020-03-31	$969,128	91,600	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.