Position in AGNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$244,007
+$69,626 QoQ
Shares Held
22,386
+28.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#407
of 696 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $468,373 across 7 REIT - Mortgage names. AGNC ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
22,386 | $244,007 | |
| 2 | CIM |
Chimera Investment Corp
|
10,500 | $140,070 | |
| 3 | NLY |
Annaly Capital Management Inc
|
3,429 | $76,672 | |
| 4 | DX |
Dynex Capital Inc
|
307 | $4,024 | |
| 5 | TWO-PC |
Two Harbors Investment Corp.
|
125 | $1,551 | |
| 6 | RITM |
Rithm Capital Corp.
|
114 | $1,070 | |
| 7 | EFC |
Ellington Financial Inc.
|
72 | $979 |
All Filings in AGNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,007 | 22,386 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $174,381 | 17,386 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $282,857 | 26,386 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $177,306 | 18,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $166,440 | 18,111 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $173,503 | 18,111 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $163,247 | 17,725 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $197,233 | 18,856 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $251,064 | 26,317 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $260,142 | 26,277 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $257,394 | 26,238 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $219,244 | 23,225 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,269 | 23,225 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $234,108 | 23,225 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,503 | 725 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,104 | 725 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,025 | 725 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,497 | 725 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $10,904 | 725 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $11,433 | 725 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $12,245 | 725 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $12,151 | 725 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $11,310 | 725 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $10,084 | 725 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $61,249 | 4,748 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,670 | 725 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||