Annex Advisory Services’s Annaly Capital Management NLY Stock Holding History

Annex Advisory Services’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	–	Sell	-10,759	Closed	-$228K	–	382
2026 Q1	$228K	Buy	10,759 +5	+0%	+$114	﹤0.01%	344
2025 Q4	$240K	Sell	10,754 -670	-6%	-$14.6K	﹤0.01%	320
2025 Q3	$231K	Buy	+11,424	New	+$237K	﹤0.01%	284
2024 Q4	–	Sell	-10,758	Closed	-$216K	–	321
2024 Q3	$216K	Hold	10,758	–	–	0.01%	270
2024 Q2	$205K	Sell	10,758 -127	-1%	-$2.47K	0.01%	268
2024 Q1	$214K	Buy	+10,885	New	+$210K	0.01%	264
2022 Q1	–	Sell	-2,517	Closed	-$79K	–	262
2021 Q4	$79K	Buy	+2,517	New	+$84.6K	0.01%	246
2019 Q4	–	Sell	-8,470	Closed	-$298K	–	133
2019 Q3	$298K	Buy	8,470 +1,175	+16%	+$42.3K	0.04%	101
2019 Q2	$266K	Buy	7,295 +2,419	+50%	+$92.2K	0.04%	99
2019 Q1	$195K	Sell	4,876 -4,540	-48%	-$185K	0.03%	124
2018 Q4	$370K	Buy	9,416 +125	+1%	+$5K	0.06%	90
2018 Q3	$380K	Buy	+9,291	New	+$389K	0.06%	93
2018 Q2	–	Sell	-2,948	Closed	-$123K	–	132
2018 Q1	$123K	Buy	+2,948	New	+$126K	0.02%	123
2015 Q1	–	Sell	-3,247	Closed	-$140K	–	120
2014 Q4	$140K	Buy	+3,247	New	+$147K	0.04%	94

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Annex Advisory Services's NLY Position: Q2 2026 in Review

Annex Advisory Services sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 10,759 shares — an estimated $228K sold.

Annex Advisory Services first reported a position in NLY in Q4 2014 and held it in 14 quarters. The position peaked at $380K in Q3 2018. 106 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Annex Advisory Services reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 10,759 Annaly Capital Management shares in Q2 2026, an estimated $228K.
Annex Advisory Services first reported a position in Annaly Capital Management in Q4 2014 and held it in 14 quarters.
Annex Advisory Services's Annaly Capital Management position peaked at $380K in Q3 2018.
106 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.