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AA Financial Advisors’s Annaly Capital Management NLY Stock Holding History

AA Financial Advisors’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Hold
10,382
– – 0.03% 215
2026
Q1 		$220K Hold
10,382
– – 0.03% 209
2025
Q4 		$232K Hold
10,382
– – 0.04% 198
2025
Q3 		$210K Sell
10,382
-447
-4% -$9.27K 0.04% 184
2025
Q2 		$204K Buy
10,829
+16
+0.1% +$304 0.04% 184
2025
Q1 		$220K Buy
10,813
+431
+4% +$8.87K 0.05% 166
2024
Q4 		$190K Hold
10,382
– – 0.05% 167
2024
Q3 		$208K Buy
+10,382
New +$208K 0.06% 167

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AA Financial Advisors's NLY Position: Q2 2026 in Review

AA Financial Advisors held its Annaly Capital Management (NLY) position steady in Q2 2026 at 10,382 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #215.

AA Financial Advisors first reported a position in NLY in Q3 2024 and has held it in 8 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • AA Financial Advisors held 10,382 shares of Annaly Capital Management worth $232K as of Q2 2026.
  • AA Financial Advisors left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up 0.03% of AA Financial Advisors's portfolio in Q2 2026, its #215 holding.
  • AA Financial Advisors first reported a position in Annaly Capital Management in Q3 2024 and has held it in 8 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.