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

Accel 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 		$494K Buy
22,086
+1,655
+8% +$36.5K 0.11% 157
2026
Q1 		$432K Buy
20,431
+4,122
+25% +$93.9K 0.11% 172
2025
Q4 		$365K Buy
16,309
+4,552
+39% +$99.1K 0.1% 186
2025
Q3 		$238K Buy
+11,757
New +$244K 0.07% 236
2023
Q2 		– Sell
-1,504
Closed -$28.7K – 619
2023
Q1 		$28.7K Hold
1,504
– – 0.01% 617
2022
Q4 		$31.7K Sell
1,504
-149
-9% -$2.93K 0.02% 443
2022
Q3 		$31K Sell
1,653
-3
-0.2% -$76 0.02% 459
2022
Q2 		$41K Hold
1,656
– – 0.02% 388
2022
Q1 		$47K Sell
1,656
-4,498
-73% -$134K 0.02% 387
2021
Q4 		$192K Buy
6,154
+4,941
+407% +$166K 0.09% 172
2021
Q3 		$41K Sell
1,213
-4,196
-78% -$144K 0.03% 354
2021
Q2 		$192K Buy
5,409
+99
+2% +$3.6K 0.13% 155
2021
Q1 		$183K Buy
5,310
+106
+2% +$3.59K 0.15% 144
2020
Q4 		$176K Buy
+5,204
New +$161K 0.16% 133

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

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

Accel Wealth Management increased its Annaly Capital Management (NLY) stake by 8.1% in Q2 2026, buying an estimated $36.5K and bringing the position to 22,086 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #157.

Accel Wealth Management first reported a position in NLY in Q4 2020 and has held it in 14 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Accel Wealth Management held 22,086 shares of Annaly Capital Management worth $494K as of Q2 2026.
  • Accel Wealth Management bought 1,655 Annaly Capital Management shares in Q2 2026, an estimated $36.5K.
  • Annaly Capital Management made up 0.11% of Accel Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Accel Wealth Management first reported a position in Annaly Capital Management in Q4 2020 and has held it in 14 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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