Position in AGNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,964
New position
Shares Held
272
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#640
of 686 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $24,581 across 6 REIT - Mortgage names. AGNC ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
500 | $8,475 | |
| 2 | EFC |
Ellington Financial Inc.
|
500 | $6,805 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
272 | $2,964 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
500 | $2,710 | |
| 5 | SACH |
Sachem Capital Corp.
|
2,667 | $2,509 | |
| 6 | NLY |
Annaly Capital Management Inc
|
50 | $1,118 |
All Filings in AGNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,964 | 272 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||