KINGSWOOD WEALTH ADVISORS, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1987855 SAN DIEGO, CA

Position in AGNC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$778,020

+$113,924 QoQ

Shares Held

71,378

+7.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#261

of 701 holders

Holding Since

Jun 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $1,547,227 across 4 REIT - Mortgage names. AGNC ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	71,378	$778,020
2	NLY	Annaly Capital Management Inc	19,673	$439,888
3	MFA	Mfa Financial, Inc.	27,000	$261,630
4	BRSP	BrightSpire Capital, Inc.	12,420	$67,689

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,020	71,378	+7.8%	Shares	Sole	2026-07-27
2026-03-31	$664,096	66,211	+37.9%	Shares	Sole	2026-04-28
2025-12-31	$514,892	48,031	+225.2%	Shares	Sole	2026-01-28
2025-09-30	$144,608	14,771	+7.0%	Shares	Sole	2025-10-23
2025-03-31	$132,271	13,807	-10.9%	Shares	Sole	2025-07-25
2023-06-30	$156,893	15,488	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.