KESTRA PRIVATE WEALTH SERVICES, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1649451 AUSTIN, TX

Position in AGNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$780,331

+$70,278 QoQ

Shares Held

71,590

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#258

of 698 holders

Holding Since

Sep 2020

11 quarters on record

Real Estate · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $4,035,186 across 8 REIT - Mortgage names. AGNC ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXMT	Blackstone Mortgage Trust, Inc.	60,532	$1,026,017
2	NLY	Annaly Capital Management Inc	39,006	$872,174
3	AGNC	AGNC Investment Corp. This page	71,590	$780,331
4	PMT	PennyMac Mortgage Investment Trust	48,760	$550,012
5	ARR	Armour Residential REIT, Inc.	26,688	$465,705
6	RITM	Rithm Capital Corp.	21,891	$205,556
7	ADAM	Adamas Trust, Inc.	12,275	$115,139
8	RC	Ready Capital Corp	11,573	$20,252

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,331	71,590	+1.1%	Shares	Sole	2026-07-28
2026-03-31	$710,053	70,793	-3.0%	Shares	Sole	2026-04-20
2025-12-31	$782,710	73,014	+0.5%	Shares	Sole	2026-01-29
2025-09-30	$711,370	72,663	-1.4%	Shares	Sole	2025-11-17
2025-06-30	$677,413	73,712	+6.7%	Shares	Sole	2025-08-07
2025-03-31	$662,054	69,108	-0.8%	Shares	Sole	2025-05-05
2024-12-31	$641,651	69,669	-2.9%	Shares	Sole	2025-01-28
2024-09-30	$750,159	71,717	-2.6%	Shares	Sole	2024-11-13
2024-06-30	$702,582	73,646	+5.1%	Shares	Sole	2024-08-12
2024-03-31	$693,980	70,099	+64.5%	Shares	Sole	2024-05-02
2020-09-30	$592,774	42,615	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.