Steward Partners Investment Advisory, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1723397
STAMFORD, CT
Position in AGNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,023,879
+$153,274 QoQ
Shares Held
185,677
-0.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#155
of 696 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $5,793,889 across 23 REIT - Mortgage names. AGNC ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
185,677 | $2,023,879 | |
| 2 | NLY |
Annaly Capital Management Inc
|
67,938 | $1,519,093 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
41,638 | $682,030 | |
| 4 | EFC |
Ellington Financial Inc.
|
19,807 | $269,573 | |
| 5 | RITM |
Rithm Capital Corp.
|
28,202 | $264,816 | |
| 6 | RWT |
Redwood Trust Inc
|
51,130 | $242,356 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
22,862 | $156,376 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
26,446 | $143,337 |
All Filings in AGNC
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,023,879 | 185,677 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,870,605 | 186,501 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,896,507 | 176,913 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,784,736 | 182,302 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $361,654 | 39,353 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $445,623 | 46,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $521,350 | 56,607 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $398,850 | 38,131 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $400,727 | 42,005 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $418,027 | 42,225 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $118,995 | 12,130 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $106,615 | 11,294 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,147,830 | 113,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,261,219 | 125,121 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,463,810 | 141,431 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $771,339 | 91,608 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $761,029 | 68,747 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $747,433 | 57,056 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $389,987 | 25,930 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $729,204 | 46,240 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 AGNCM | $31,296 | 1,200 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 AGNCN | $170,901 | 6,325 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $698,502 | 41,356 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,209,200 | 72,148 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $503,536 | 32,278 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,868 | 350 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,663 | 439 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,612 | 436 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||