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

Activest 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	$1.23K	Buy	+55	New	+$1.21K	﹤0.01%	920
2026 Q1	–	Sell	-55	Closed	-$1.23K	–	1301
2025 Q4	$1.23K	Buy	+55	New	+$1.2K	﹤0.01%	929
2025 Q2	–	Sell	-230	Closed	-$4.37K	–	1137
2025 Q1	$4.67K	Buy	230 +226	+5,650%	+$4.65K	﹤0.01%	508
2024 Q4	$73	Buy	+4	New	+$78	﹤0.01%	719
2024 Q3	–	Sell	-2,604	Closed	-$52.2K	–	600
2024 Q2	$49.6K	Hold	2,604	–	–	0.02%	167
2024 Q1	$51.3K	Hold	2,604	–	–	0.02%	113
2023 Q4	$50.4K	Buy	+2,604	New	+$46.5K	0.03%	98

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Annaly Capital Management (NLY) in Q2 2026: 55 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in NLY as recently as Q4 2025.

Activest Wealth Management first reported a position in NLY in Q4 2023 and has held it in 7 quarters since. The position peaked at $51.3K in Q1 2024. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Activest Wealth Management held 55 shares of Annaly Capital Management worth $1.23K as of Q2 2026.
Annaly Capital Management was a new Activest Wealth Management position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #920 holding.
Activest Wealth Management first reported a position in Annaly Capital Management in Q4 2023 and has held it in 7 quarters since.
Activest Wealth Management's Annaly Capital Management position peaked at $51.3K in Q1 2024.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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