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Basecamp Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Basecamp 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 		$432K Sell
19,299
-11,620
-38% -$257K 0.08% 140
2026
Q1 		$654K Buy
30,919
+30,482
+6,975% +$694K 0.14% 88
2025
Q4 		$9.76K Buy
+437
New +$9.51K ﹤0.01% 967

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

Basecamp Wealth Advisors's NLY Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Annaly Capital Management (NLY) stake by 38% in Q2 2026, selling an estimated $257K and leaving 19,299 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #140.

Basecamp Wealth Advisors first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $654K in Q1 2026. 781 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Basecamp Wealth Advisors held 19,299 shares of Annaly Capital Management worth $432K as of Q2 2026.
  • Basecamp Wealth Advisors sold 11,620 Annaly Capital Management shares in Q2 2026, an estimated $257K.
  • Annaly Capital Management made up 0.08% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Basecamp Wealth Advisors first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Annaly Capital Management position peaked at $654K in Q1 2026.
  • 781 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.