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Atria Wealth Solutions’s Annaly Capital Management NLY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$913K Sell
47,049
-104,521
-69% -$1.99M 0.02% 673
2025
Q1 		$3.12M Buy
151,570
+21,341
+16% +$439K 0.04% 486
2024
Q4 		$2.4M Buy
130,229
+2,942
+2% +$57.5K 0.03% 577
2024
Q3 		$2.57M Sell
127,287
-3,119
-2% -$62.5K 0.03% 540
2024
Q2 		$2.5M Buy
130,406
+6,700
+5% +$130K 0.03% 562
2024
Q1 		$2.45M Sell
123,706
-1,820
-1% -$35.1K 0.03% 573
2023
Q4 		$2.45M Buy
125,526
+18,227
+17% +$325K 0.03% 545
2023
Q3 		$2.03M Buy
107,299
+11,133
+12% +$221K 0.03% 552
2023
Q2 		$1.94M Buy
96,166
+14,024
+17% +$272K 0.03% 580
2023
Q1 		$1.58M Buy
82,142
+1,050
+1% +$22.2K 0.02% 624
2022
Q4 		$1.73M Sell
81,092
-5,376
-6% -$106K 0.03% 567
2022
Q3 		$1.5M Sell
86,468
-14,299
-14% -$360K 0.03% 582
2022
Q2 		$2.4M Sell
100,767
-1,099
-1% -$28.5K 0.04% 388
2022
Q1 		$2.94M Buy
+101,866
New +$3.03M 0.05% 377

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's NLY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Annaly Capital Management (NLY) stake by 69% in Q2 2025, selling an estimated $1.99M and leaving 47,049 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #673.

Atria Wealth Solutions first reported a position in NLY in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.12M in Q1 2025. 658 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Atria Wealth Solutions held 47,049 shares of Annaly Capital Management worth $913K as of Q2 2025.
  • Atria Wealth Solutions sold 104,521 Annaly Capital Management shares in Q2 2025, an estimated $1.99M.
  • Annaly Capital Management made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #673 holding.
  • Atria Wealth Solutions first reported a position in Annaly Capital Management in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Annaly Capital Management position peaked at $3.12M in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.