Atria Investments’s Annaly Capital Management NLY Stock Holding History

Atria Investments’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	$412K	Sell	18,442 -744	-4%	-$16.4K	﹤0.01%	1630
2026 Q1	$406K	Sell	19,186 -682	-3%	-$15.5K	﹤0.01%	1561
2025 Q4	$444K	Sell	19,868 -1,897	-9%	-$41.3K	0.01%	1515
2025 Q3	$440K	Buy	21,765 +2,520	+13%	+$52.3K	0.01%	1494
2025 Q2	$362K	Sell	19,245 -1,328	-6%	-$25.3K	﹤0.01%	1597
2025 Q1	$418K	Buy	+20,573	New	+$423K	0.01%	1449
2019 Q2	–	Sell	-8,100	Closed	-$2.71M	–	1047
2019 Q1	$2.71M	Buy	+8,100	New	+$331K	0.11%	163

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 $3.38T AUM 44.17% 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

Atria Investments's NLY Position: Q2 2026 in Review

Atria Investments reduced its Annaly Capital Management (NLY) stake by 3.9% in Q2 2026, selling an estimated $16.4K and leaving 18,442 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Atria Investments first reported a position in NLY in Q1 2019 and has held it in 7 quarters since. The position peaked at $2.71M in Q1 2019. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Atria Investments held 18,442 shares of Annaly Capital Management worth $412K as of Q2 2026.
Atria Investments sold 744 Annaly Capital Management shares in Q2 2026, an estimated $16.4K.
Annaly Capital Management made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1630 holding.
Atria Investments first reported a position in Annaly Capital Management in Q1 2019 and has held it in 7 quarters since.
Atria Investments's Annaly Capital Management position peaked at $2.71M in Q1 2019.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.