Beacon Pointe Advisors’s Annaly Capital Management NLY Stock Holding History

Beacon Pointe 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	$1.01M	Sell	45,087 -7,802	-15%	-$172K	﹤0.01%	1032
2026 Q1	$1.12M	Buy	52,889 +6,554	+14%	+$149K	0.01%	952
2025 Q4	$1.04M	Buy	+46,335	New	+$1.01M	0.01%	824
2023 Q4	–	Sell	-15,657	Closed	-$295K	–	1369
2023 Q3	$295K	Buy	+15,657	New	+$311K	﹤0.01%	1076
2022 Q3	–	Sell	-6,195	Closed	-$147K	–	1041
2022 Q2	$147K	Sell	6,195 -4,641	-43%	-$120K	﹤0.01%	987
2022 Q1	$305K	Buy	10,836 +6,073	+128%	+$181K	﹤0.01%	974
2021 Q4	$149K	Buy	+4,763	New	+$160K	﹤0.01%	893
2021 Q3	–	Sell	-9,467	Closed	-$336K	–	947
2021 Q2	$336K	Buy	9,467 +6,606	+231%	+$240K	0.01%	626
2021 Q1	$99K	Buy	+2,861	New	+$96.9K	0.01%	519

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

Beacon Pointe Advisors's NLY Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Annaly Capital Management (NLY) stake by 15% in Q2 2026, selling an estimated $172K and leaving 45,087 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Beacon Pointe Advisors first reported a position in NLY in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.12M in Q1 2026. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Beacon Pointe Advisors held 45,087 shares of Annaly Capital Management worth $1.01M as of Q2 2026.
Beacon Pointe Advisors sold 7,802 Annaly Capital Management shares in Q2 2026, an estimated $172K.
Annaly Capital Management made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1032 holding.
Beacon Pointe Advisors first reported a position in Annaly Capital Management in Q1 2021 and has held it in 9 quarters since.
Beacon Pointe Advisors's Annaly Capital Management position peaked at $1.12M in Q1 2026.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.