EVOLVE PRIVATE WEALTH, LLC

Position in AGNC — AGNC Investment Corp.

CIK 2111131 LOS ANGELES, CA

Position in AGNC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$294,539

New position

Shares Held

27,022

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#384

of 698 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,190,593 across 4 REIT - Mortgage names. AGNC ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	16,526	$369,521
2	STWD	Starwood Property Trust, Inc.	17,994	$294,741
3	AGNC	AGNC Investment Corp. This page	27,022	$294,539
4	RITM	Rithm Capital Corp.	24,685	$231,792

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,539	27,022	—	Shares	Defined	2026-08-12
No filing history on record for this holder in this stock.