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Aptus Capital Advisors’s Annaly Capital Management NLY Stock Holding History

Aptus Capital Advisors’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 		$278K Buy
12,405
+154
+1% +$3.4K ﹤0.01% 981
2026
Q1 		$259K Buy
12,251
+727
+6% +$16.6K ﹤0.01% 925
2025
Q4 		$258K Buy
11,524
+1,480
+15% +$32.2K ﹤0.01% 938
2025
Q3 		$203K Sell
10,044
-1,429
-12% -$29.6K ﹤0.01% 980
2025
Q2 		$216K Buy
11,473
+292
+3% +$5.55K ﹤0.01% 923
2025
Q1 		$227K Buy
11,181
+402
+4% +$8.27K ﹤0.01% 852
2024
Q4 		$198K Buy
+10,779
New +$211K ﹤0.01% 898
2020
Q3 		– Sell
-2,575
Closed -$67K – 490
2020
Q2 		$67K Hold
2,575
– – ﹤0.01% 311
2020
Q1 		$52K Hold
2,575
– – ﹤0.01% 308
2019
Q4 		$97K Sell
2,575
-50
-2% -$1.82K 0.01% 367
2019
Q3 		$92K Buy
+2,625
New +$94.6K 0.01% 377

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

Aptus Capital Advisors's NLY Position: Q2 2026 in Review

Aptus Capital Advisors increased its Annaly Capital Management (NLY) stake by 1.3% in Q2 2026, buying an estimated $3.4K and bringing the position to 12,405 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Aptus Capital Advisors first reported a position in NLY in Q3 2019 and has held it in 11 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Aptus Capital Advisors held 12,405 shares of Annaly Capital Management worth $278K as of Q2 2026.
  • Aptus Capital Advisors bought 154 Annaly Capital Management shares in Q2 2026, an estimated $3.4K.
  • Annaly Capital Management made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #981 holding.
  • Aptus Capital Advisors first reported a position in Annaly Capital Management in Q3 2019 and has held it in 11 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.