AF
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Allworth Financial’s Annaly Capital Management NLY Stock Holding History

Allworth Financial’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 		$963K Sell
43,076
-803
-2% -$17.7K ﹤0.01% 742
2026
Q1 		$928K Buy
43,879
+7,582
+21% +$173K ﹤0.01% 732
2025
Q4 		$812K Buy
36,297
+2,521
+7% +$54.9K ﹤0.01% 753
2025
Q3 		$683K Buy
33,776
+2,178
+7% +$45.2K ﹤0.01% 776
2025
Q2 		$595K Buy
31,598
+27,327
+640% +$520K ﹤0.01% 786
2025
Q1 		$80.8K Buy
4,271
+1,756
+70% +$36.1K ﹤0.01% 1336
2024
Q4 		$48.7K Buy
2,515
+34
+1% +$664 ﹤0.01% 1585
2024
Q3 		$49.8K Sell
2,481
-9,693
-80% -$194K ﹤0.01% 1408
2024
Q2 		$244K Buy
12,174
+8,730
+253% +$169K ﹤0.01% 750
2024
Q1 		$67.8K Buy
3,444
+33
+1% +$636 ﹤0.01% 1170
2023
Q4 		$66.1K Buy
3,411
+2,001
+142% +$35.7K ﹤0.01% 1087
2023
Q3 		$26.5K Buy
1,410
+91
+7% +$1.81K ﹤0.01% 1366
2023
Q2 		$26.4K Sell
1,319
-416
-24% -$8.08K ﹤0.01% 1380
2023
Q1 		$33.2K Buy
1,735
+1,258
+264% +$26.5K ﹤0.01% 1231
2022
Q4 		$10.1K Sell
477
-27
-5% -$531 ﹤0.01% 1686
2022
Q3 		$9K Buy
504
+44
+10% +$1.11K ﹤0.01% 1703
2022
Q2 		$11K Sell
460
-670
-59% -$17.4K ﹤0.01% 1537
2022
Q1 		$32K Buy
1,130
+1,038
+1,128% +$30.9K ﹤0.01% 1055
2021
Q4 		$3K Sell
92
-355
-79% -$11.9K ﹤0.01% 1659
2021
Q3 		$15K Buy
447
+370
+481% +$12.7K ﹤0.01% 1123
2021
Q2 		$3K Hold
77
– – ﹤0.01% 1319
2021
Q1 		$3K Hold
77
– – ﹤0.01% 1245
2020
Q4 		$3K Hold
77
– – ﹤0.01% 1090
2020
Q3 		$2K Hold
77
– – ﹤0.01% 1007
2020
Q2 		$2K Hold
77
– – ﹤0.01% 1026
2020
Q1 		$2K Hold
77
– – ﹤0.01% 1071
2019
Q4 		$3K Sell
77
-301
-80% -$11K ﹤0.01% 857
2019
Q3 		$13K Sell
378
-387
-51% -$13.9K ﹤0.01% 529
2019
Q2 		$28K Sell
765
-13
-2% -$495 ﹤0.01% 405
2019
Q1 		$31K Buy
778
+400
+106% +$16.3K ﹤0.01% 389
2018
Q4 		$15K Buy
378
+301
+391% +$12K ﹤0.01% 454
2018
Q3 		$3K Sell
77
-219
-74% -$9.18K ﹤0.01% 743
2018
Q2 		$12K Buy
296
+219
+284% +$9.13K ﹤0.01% 493
2018
Q1 		$3K Hold
77
– – ﹤0.01% 666
2017
Q4 		$4K Hold
77
– – ﹤0.01% 595
2017
Q3 		$4K Hold
77
– – ﹤0.01% 599
2017
Q2 		$4K Hold
77
– – ﹤0.01% 605
2017
Q1 		$3K Hold
77
– – ﹤0.01% 609
2016
Q4 		$3K Hold
77
– – ﹤0.01% 544
2016
Q3 		$3K Hold
77
– – ﹤0.01% 570
2016
Q2 		$3K Sell
77
-374
-83% -$15.9K ﹤0.01% 511
2016
Q1 		$18K Hold
451
– – ﹤0.01% 322
2015
Q4 		$17K Hold
451
– – ﹤0.01% 326
2015
Q3 		$18K Hold
451
– – 0.01% 318
2015
Q2 		$17K Buy
451
+3
+0.7% +$121 0.01% 323
2015
Q1 		$19K Buy
448
+3
+0.7% +$128 0.01% 306
2014
Q4 		$19K Buy
+445
New +$20.1K 0.01% 114

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

Allworth Financial's NLY Position: Q2 2026 in Review

Allworth Financial reduced its Annaly Capital Management (NLY) stake by 1.8% in Q2 2026, selling an estimated $17.7K and leaving 43,076 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Allworth Financial first reported a position in NLY in Q4 2014 and has held it in 47 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Allworth Financial held 43,076 shares of Annaly Capital Management worth $963K as of Q2 2026.
  • Allworth Financial sold 803 Annaly Capital Management shares in Q2 2026, an estimated $17.7K.
  • Annaly Capital Management made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #742 holding.
  • Allworth Financial first reported a position in Annaly Capital Management in Q4 2014 and has held it in 47 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.