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Abound Wealth Management’s Annaly Capital Management NLY Stock Holding History

Abound Wealth Management’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 		$18 Sell
1
-38
-97% -$839 ﹤0.01% 1351
2026
Q1 		$821 Buy
+39
New +$888 ﹤0.01% 1003
2023
Q3 		– Sell
-28
Closed -$561 – 1204
2023
Q2 		$561 Buy
+28
New +$544 ﹤0.01% 810

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

Abound Wealth Management's NLY Position: Q2 2026 in Review

Abound Wealth Management reduced its Annaly Capital Management (NLY) stake by 97% in Q2 2026, selling an estimated $839 and leaving 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Abound Wealth Management first reported a position in NLY in Q2 2023 and has held it in 3 quarters since. The position peaked at $821 in Q1 2026. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Abound Wealth Management held 1 share of Annaly Capital Management worth $18 as of Q2 2026.
  • Abound Wealth Management sold 38 Annaly Capital Management shares in Q2 2026, an estimated $839.
  • Annaly Capital Management made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1351 holding.
  • Abound Wealth Management first reported a position in Annaly Capital Management in Q2 2023 and has held it in 3 quarters since.
  • Abound Wealth Management's Annaly Capital Management position peaked at $821 in Q1 2026.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.