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

Apollon 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	$10.2M	Buy	458,107 +48,623	+12%	+$1.07M	0.12%	154
2026 Q1	$8.66M	Buy	409,484 +388,886	+1,888%	+$8.86M	0.14%	142
2025 Q4	$461K	Buy	20,598 +3,960	+24%	+$86.2K	0.01%	870
2025 Q3	$336K	Buy	16,638 +562	+3%	+$11.7K	0.01%	1005
2025 Q2	$303K	Buy	+16,076	New	+$306K	0.01%	1008
2022 Q3	–	Sell	-8,256	Closed	-$195K	–	838
2022 Q2	$195K	Sell	8,256 -587	-7%	-$15.2K	0.02%	684
2022 Q1	$249K	Buy	8,843 +312	+4%	+$9.27K	0.02%	634
2021 Q4	$267K	Buy	8,531 +928	+12%	+$31.2K	0.02%	613
2021 Q3	$256K	Buy	+7,603	New	+$262K	0.04%	378
2020 Q3	–	Sell	-1,250	Closed	-$33K	–	503
2020 Q2	$33K	Buy	+1,250	New	+$30.9K	0.02%	300

Other funds holding NLY

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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Apollon Wealth Management increased its Annaly Capital Management (NLY) stake by 12% in Q2 2026, buying an estimated $1.07M and bringing the position to 458,107 shares worth $10.2M. The position accounts for 0.12% of the portfolio, ranked #154.

Apollon Wealth Management first reported a position in NLY in Q2 2020 and has held it in 10 quarters since. 206 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Apollon Wealth Management held 458,107 shares of Annaly Capital Management worth $10.2M as of Q2 2026.
Apollon Wealth Management bought 48,623 Annaly Capital Management shares in Q2 2026, an estimated $1.07M.
Annaly Capital Management made up 0.12% of Apollon Wealth Management's portfolio in Q2 2026, its #154 holding.
Apollon Wealth Management first reported a position in Annaly Capital Management in Q2 2020 and has held it in 10 quarters since.
206 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.