Arkadios Wealth Advisors

Position in AGNC — AGNC Investment Corp.

CIK 1800798 ATLANTA, GA

Position in AGNC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$942,839

-$4,504 QoQ

Shares Held

86,499

-8.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#228

of 701 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $2,732,530 across 7 REIT - Mortgage names. AGNC ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	86,499	$942,839
2	NLY	Annaly Capital Management Inc	34,187	$764,421
3	FBRT	Franklin BSP Realty Trust, Inc.	44,491	$362,156
4	BXMT	Blackstone Mortgage Trust, Inc.	16,091	$272,742
5	ARI	Apollo Commercial Real Estate Finance, Inc.	18,846	$201,274
6	MFA	Mfa Financial, Inc.	10,652	$103,217
7	BRSP	BrightSpire Capital, Inc.	15,758	$85,881

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,839	86,499	-8.4%	Shares	Sole	2026-08-10
2026-03-31	$947,343	94,451	+0.1%	Shares	Sole	2026-05-18
2025-12-31	$1,011,184	94,327	-22.4%	Shares	Sole	2026-02-13
2025-09-30	$1,190,414	121,595	+79.9%	Shares	Sole	2025-10-29
2025-06-30	$621,141	67,589	+18.2%	Shares	Sole	2025-08-04
2025-03-31	$547,927	57,195	-0.4%	Shares	Sole	2025-05-08
2024-12-31	$528,635	57,398	+28.0%	Shares	Sole	2025-01-15
2024-09-30	$469,015	44,839	+57.8%	Shares	Sole	2024-10-24
2024-06-30	$271,060	28,413	+2501.9%	Shares	Sole	2024-07-29
2021-09-30	$17,220	1,092	+480.9%	Shares	Sole	2021-10-19
2021-06-30	$3,175	188	-14.9%	Shares	Sole	2021-07-28
2020-12-31	$3,447	221	+1.8%	Shares	Sole	2021-02-09
2020-09-30	$3,018	217	+2.4%	Shares	Sole	2020-11-10
2020-06-30	$2,734	212	+3.9%	Shares	Sole	2020-08-10
2020-03-31	$2,158	204	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.