B. Riley Wealth Advisors, Inc.

Position in AGNC — AGNC Investment Corp.

CIK 1464811 MEMPHIS, TN

Position in AGNC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$111,823

+$9,126 QoQ

Shares Held

10,259

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#537

of 698 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $846,598 across 5 REIT - Mortgage names. AGNC ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	16,666	$372,651
2	STWD	Starwood Property Trust, Inc.	12,811	$209,844
3	RITM	Rithm Capital Corp.	13,577	$127,488
4	AGNC	AGNC Investment Corp. This page	10,259	$111,823
5	RC	Ready Capital Corp	14,167	$24,792

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,823	10,259	+0.2%	Shares	Sole	2026-07-14
2026-03-31	$102,697	10,239	-4.6%	Shares	Sole	2026-04-27
2025-12-31	$115,025	10,730	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$104,860	10,711	-54.7%	Shares	Sole	2025-10-31
2025-06-30	$217,315	23,647	-69.4%	Shares	Sole	2025-08-19
2024-12-31	$711,030	77,202	-39.6%	Shares	Sole	2025-02-25
2024-09-30	$1,337,541	127,872	-2.9%	Shares	Sole	2024-12-13
2024-06-30	$1,255,921	131,648	+334.5%	Shares	Sole	2024-08-19
2024-03-31	$299,940	30,297	-77.3%	Shares	Sole	2024-05-16
2023-12-31	$1,306,986	133,230	+339.7%	Shares	Sole	2024-03-15
2023-09-30	$286,003	30,297	-34.8%	Shares	Sole	2023-12-01
2023-06-30	$470,822	46,478	-16.8%	Shares	Sole	2023-07-27
2023-03-31	$563,008	55,854	-31.2%	Shares	Sole	2023-05-17
2022-12-31	$839,954	81,155	+32.6%	Shares	Sole	2023-03-15
2022-09-30	$515,312	61,201	+75.1%	Shares	Other	2022-11-22
2022-06-30	$386,885	34,949	+17.3%	Shares	Other	2022-08-12
2022-03-31	$390,340	29,797	+34.5%	Shares	Other	2022-05-02
2021-12-31	$333,286	22,160	-7.8%	Shares	Other	2022-01-28
2021-09-30	$379,063	24,037	-4.6%	Shares	Other	2021-11-16
2021-06-30	$425,391	25,186	-1.2%	Shares	Other	2021-08-10
2021-03-31	$427,312	25,496	+8.8%	Shares	Other	2021-05-13
2020-12-31	$365,601	23,436	+2.5%	Shares	Other	2021-02-04
2020-09-30	$318,177	22,874	-5.8%	Shares	Other	2020-11-09
2020-06-30	$313,224	24,281	-40.2%	Shares	Other	2020-07-31
2020-03-31	$429,918	40,635	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.