Position in SUNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$979
New position
Shares Held
124
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 71 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, 2026Larson Financial Group LLC holds $3,322,464 across 26 REIT - Mortgage names. SUNS ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
224,436 | $2,107,454 | |
| 2 | AGNC |
AGNC Investment Corp.
|
64,534 | $703,420 | |
| 3 | EFC |
Ellington Financial Inc.
|
14,433 | $196,433 | |
| 4 | DX |
Dynex Capital Inc
|
5,097 | $66,821 | |
| 5 | NLY |
Annaly Capital Management Inc
|
2,964 | $66,275 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
10,000 | $54,200 | |
| 7 | CIM |
Chimera Investment Corp
|
1,870 | $24,945 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
1,683 | $15,786 |
All Filings in SUNS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979 | 124 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||