Sowell Financial Services LLC

Position in AGNC — AGNC Investment Corp.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AGNC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,909,678

+$824,502 QoQ

Shares Held

266,943

+28.4% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#127

of 698 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sowell Financial Services LLC holds $4,616,462 across 4 REIT - Mortgage names. AGNC ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	266,943	$2,909,678
2	NLY	Annaly Capital Management Inc	54,808	$1,225,506
3	RITM	Rithm Capital Corp.	44,426	$417,160
4	RC	Ready Capital Corp	36,639	$64,118

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,909,678	266,943	+28.4%	Shares	Sole	2026-07-20
2026-03-31	$2,085,176	207,894	+38.5%	Shares	Sole	2026-04-20
2025-12-31	$1,609,447	150,135	+49.7%	Shares	Sole	2026-01-21
2025-09-30	$981,643	100,270	-6.5%	Shares	Sole	2025-10-17
2025-06-30	$985,315	107,216	+33.2%	Shares	Sole	2025-07-14
2025-03-31	$770,979	80,478	+47.3%	Shares	Sole	2025-04-17
2024-12-31	$503,123	54,628	+16.2%	Shares	Sole	2025-02-07
2024-09-30	$491,557	46,994	+2.8%	Shares	Sole	2024-10-04
2024-06-30	$436,187	45,722	+22.0%	Shares	Sole	2024-08-13
2024-03-31	$370,923	37,467	+0.6%	Shares	Sole	2024-05-03
2023-12-31	$365,383	37,246	-30.3%	Shares	Sole	2024-01-24
2023-06-30	$540,992	53,405	-18.2%	Shares	Sole	2023-08-14
2022-12-31	$675,616	65,277	+1287.7%	Shares	Sole	2023-02-09
2021-03-31	$78,839	4,704	+45.8%	Shares	Sole	2021-05-07
2020-12-31	$50,325	3,226	+316.3%	Shares	Sole	2021-01-13
2020-06-30	$9,997	775	-80.6%	Shares	Sole	2020-08-13
2020-03-31	$42,341	4,002	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.