UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1463217
IRVING, TX
Position in AGNC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$318,650
-$249,007 QoQ
Shares Held
29,234
-48.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 698 holders
Holding Since
Dec 2021
7 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $1,816,785 across 6 REIT - Mortgage names. AGNC ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
34,514 | $771,733 | |
| 2 | RITM |
Rithm Capital Corp.
|
35,553 | $333,842 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
29,234 | $318,650 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
15,992 | $170,794 | |
| 5 | FBRT |
Franklin BSP Realty Trust, Inc.
|
16,156 | $131,509 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
16,561 | $90,257 |
All Filings in AGNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,650 | 29,234 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $567,657 | 56,596 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $148,236 | 13,828 | Shares | Defined | 2026-02-17 | |
| 2022-09-30 | $134,366 | 15,958 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $116,522 | 10,526 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $135,165 | 10,318 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $155,182 | 10,318 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||