WMG Financial Advisors, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1906711 Knoxville, TN

Position in AGNC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$141,939

+$11,329 QoQ

Shares Held

13,022

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#490

of 698 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $822,486 across 4 REIT - Mortgage names. AGNC ranks #4 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	13,975	$312,481
2	STWD	Starwood Property Trust, Inc.	13,007	$213,054
3	ABR	Arbor Realty Trust Inc	28,600	$155,012
4	AGNC	AGNC Investment Corp. This page	13,022	$141,939

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,939	13,022	0.0%	Shares	Sole	2026-07-23
2026-03-31	$130,610	13,022	+2.1%	Shares	Sole	2026-04-23
2025-12-31	$136,690	12,751	+3.5%	Shares	Sole	2026-01-28
2025-09-30	$120,554	12,314	+3.7%	Shares	Sole	2025-10-23
2025-06-30	$109,085	11,870	—	Shares	Sole	2025-07-24
No filing history on record for this holder in this stock.