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B. Riley Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

B. Riley Wealth 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 		$386K Buy
16,666
+1,618
+11% +$35.7K 0.02% 544
2026
Q1 		$320K Sell
15,048
-115,758
-88% -$2.64M 0.02% 566
2025
Q4 		$2.92M Buy
130,806
+682
+0.5% +$14.8K 0.14% 158
2025
Q3 		$2.63M Buy
130,124
+24,778
+24% +$514K 0.12% 166
2025
Q2 		$1.98M Buy
+105,346
New +$2M 0.09% 212
2024
Q4 		$497K Buy
26,245
+5,570
+27% +$109K 0.02% 700
2024
Q3 		$424K Sell
20,675
-4,607
-18% -$92.3K 0.01% 807
2024
Q2 		$498K Buy
25,282
+4,573
+22% +$88.8K 0.01% 818
2024
Q1 		$403K Sell
20,709
-6,191
-23% -$119K 0.01% 902
2023
Q4 		$539K Buy
26,900
+6,191
+30% +$110K 0.01% 772
2023
Q3 		$403K Sell
20,709
-56,425
-73% -$1.12M 0.01% 902
2023
Q2 		$1.56M Buy
77,134
+44,276
+135% +$860K 0.04% 439
2023
Q1 		$648K Sell
32,858
-4,566
-12% -$96.3K 0.02% 705
2022
Q4 		$819K Buy
37,424
+7,100
+23% +$140K 0.02% 605
2022
Q3 		$521K Buy
30,324
+8,473
+39% +$214K 0.02% 745
2022
Q2 		$517K Sell
21,851
-39,861
-65% -$1.03M 0.02% 648
2022
Q1 		$1.74M Sell
61,712
-760
-1% -$22.6K 0.06% 333
2021
Q4 		$1.96M Buy
62,472
+1,465
+2% +$49.2K 0.06% 358
2021
Q3 		$2.06M Buy
61,007
+3,822
+7% +$132K 0.07% 326
2021
Q2 		$2.03M Buy
57,185
+5,201
+10% +$189K 0.07% 331
2021
Q1 		$1.79M Buy
51,984
+18,338
+55% +$621K 0.06% 333
2020
Q4 		$1.14M Buy
33,646
+2,146
+7% +$66.4K 0.06% 293
2020
Q3 		$898K Buy
31,500
+622
+2% +$18K 0.05% 333
2020
Q2 		$811K Buy
30,878
+459
+2% +$11.3K 0.05% 321
2020
Q1 		$617K Buy
30,419
+10,572
+53% +$372K 0.05% 336
2019
Q4 		$748K Buy
19,847
+8,427
+74% +$307K 0.06% 302
2019
Q3 		$402K Buy
11,420
+3,796
+50% +$137K 0.04% 480
2019
Q2 		$279K Buy
7,624
+1,192
+19% +$45.4K 0.03% 592
2019
Q1 		$258K Buy
6,432
+297
+5% +$12.1K 0.03% 559
2018
Q4 		$241K Sell
6,135
-70
-1% -$2.8K 0.03% 511
2018
Q3 		$254K Buy
6,205
+1,419
+30% +$59.5K 0.03% 554
2018
Q2 		$198K Sell
4,786
-32
-0.7% -$1.33K 0.03% 613
2018
Q1 		$201K Buy
4,818
+1,357
+39% +$57.8K 0.03% 586
2017
Q4 		$165K Buy
+3,461
New +$164K 0.02% 592
2017
Q1 		– Sell
-5,814
Closed -$232K – 554
2016
Q4 		$232K Sell
5,814
-848
-13% -$34.5K 0.05% 415
2016
Q3 		$280K Sell
6,662
-316
-5% -$13.7K 0.05% 419
2016
Q2 		$309K Buy
6,978
+405
+6% +$17.2K 0.06% 386
2016
Q1 		$270K Sell
6,573
-424
-6% -$16.6K 0.06% 377
2015
Q4 		$263K Sell
6,997
-969
-12% -$37.8K 0.05% 411
2015
Q3 		$315K Buy
+7,966
New +$318K 0.08% 339
2015
Q2 		– Sell
-13,560
Closed -$564K – 569
2015
Q1 		$564K Buy
13,560
+4,635
+52% +$197K 0.14% 195
2014
Q4 		$5.63K Sell
8,925
-3,777
-30% -$171K 0.12% 212
2014
Q3 		$542K Sell
12,702
-8,946
-41% -$409K 0.14% 191
2014
Q2 		$574K Buy
21,648
+12,457
+136% +$574K 0.13% 176
2014
Q1 		$403K Sell
9,191
-5,404
-37% -$234K 0.12% 191
2013
Q4 		$582K Buy
14,595
+2,718
+23% +$118K 0.19% 132
2013
Q3 		$550K Sell
11,877
-779
-6% -$36.7K 0.19% 129
2013
Q2 		$636K Buy
+12,656
New +$740K 0.22% 112

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

B. Riley Wealth Advisors's NLY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Annaly Capital Management (NLY) stake by 11% in Q2 2026, buying an estimated $35.7K and bringing the position to 16,666 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #544.

B. Riley Wealth Advisors first reported a position in NLY in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.92M in Q4 2025. 143 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • B. Riley Wealth Advisors held 16,666 shares of Annaly Capital Management worth $386K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,618 Annaly Capital Management shares in Q2 2026, an estimated $35.7K.
  • Annaly Capital Management made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #544 holding.
  • B. Riley Wealth Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's Annaly Capital Management position peaked at $2.92M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.