AWA
NLY icon

Aaron Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Aaron Wealth 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 		$368K Buy
16,442
+2,411
+17% +$53.2K 0.02% 516
2026
Q1 		$297K Buy
14,031
+2,980
+27% +$67.9K 0.02% 560
2025
Q4 		$247K Buy
+11,051
New +$241K 0.01% 612

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

Aaron Wealth Advisors's NLY Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Annaly Capital Management (NLY) stake by 17% in Q2 2026, buying an estimated $53.2K and bringing the position to 16,442 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #516.

Aaron Wealth Advisors first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Aaron Wealth Advisors held 16,442 shares of Annaly Capital Management worth $368K as of Q2 2026.
  • Aaron Wealth Advisors bought 2,411 Annaly Capital Management shares in Q2 2026, an estimated $53.2K.
  • Annaly Capital Management made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #516 holding.
  • Aaron Wealth Advisors first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.