Avantax Planning Partners’s Annaly Capital Management NLY Stock Holding History

Avantax Planning Partners’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	$262K	Buy	+11,721	New	+$259K	0.01%	386
2022 Q3	–	Sell	-4,456	Closed	-$105K	–	359
2022 Q2	$105K	Sell	4,456 -285	-6%	-$7.38K	﹤0.01%	331
2022 Q1	$134K	Hold	4,741	–	–	0.01%	346
2021 Q4	$148K	Sell	4,741 -693	-13%	-$23.3K	0.01%	342
2021 Q3	$183K	Sell	5,434 -823	-13%	-$28.3K	0.01%	326
2021 Q2	$222K	Buy	6,257 +1,988	+47%	+$72.2K	0.01%	296
2021 Q1	$147K	Buy	+4,269	New	+$145K	0.01%	304
2018 Q4	–	Sell	-1,320	Closed	-$54K	–	880
2018 Q3	$54K	Buy	+1,320	New	+$55.3K	﹤0.01%	466
2018 Q2	–	Sell	-1,800	Closed	-$75K	–	1033
2018 Q1	$75K	Buy	+1,800	New	+$76.7K	0.01%	454
2017 Q4	–	Sell	-3,199	Closed	-$156K	–	340
2017 Q3	$156K	Sell	3,199 -390	-11%	-$19.1K	0.01%	356
2017 Q2	$173K	Sell	3,589 -64	-2%	-$3.02K	0.01%	329
2017 Q1	$162K	Buy	3,653 +120	+3%	+$5.11K	0.01%	318
2016 Q4	$141K	Buy	+3,533	New	+$144K	0.02%	306

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's NLY Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Annaly Capital Management (NLY) in Q2 2026: 11,721 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in NLY as recently as Q2 2022.

Avantax Planning Partners first reported a position in NLY in Q4 2016 and has held it in 13 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Avantax Planning Partners held 11,721 shares of Annaly Capital Management worth $262K as of Q2 2026.
Annaly Capital Management was a new Avantax Planning Partners position in Q2 2026.
Annaly Capital Management made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #386 holding.
Avantax Planning Partners first reported a position in Annaly Capital Management in Q4 2016 and has held it in 13 quarters since.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.