Key Client Fiduciary Advisors, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1912612
Fairfield, NJ
Position in AGNC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$456,197
+$98,026 QoQ
Shares Held
41,853
+17.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#320
of 698 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $4,853,112 across 2 REIT - Mortgage names. AGNC ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
196,642 | $4,396,915 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
41,853 | $456,197 |
All Filings in AGNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,197 | 41,853 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $358,171 | 35,710 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $197,612 | 18,434 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $143,208 | 14,628 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||