Transamerica Financial Advisors, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1502149
CEDAR RAPIDS, IA
Position in AGNC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$135,040
-$13,253 QoQ
Shares Held
12,389
-16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#502
of 698 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $257,165 across 10 REIT - Mortgage names. AGNC ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
12,389 | $135,040 | |
| 2 | NLY |
Annaly Capital Management Inc
|
5,276 | $117,971 | |
| 3 | RITM |
Rithm Capital Corp.
|
210 | $1,971 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
45 | $737 | |
| 5 | RWT |
Redwood Trust Inc
|
130 | $616 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
21 | $355 | |
| 7 | RPT |
Rithm Property Trust Inc.
|
13 | $187 | |
| 8 | RC |
Ready Capital Corp
|
90 | $157 |
All Filings in AGNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,040 | 12,389 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $148,293 | 14,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $87,024 | 8,118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,247 | 5,439 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||