Beaird Harris Wealth Management’s Annaly Capital Management NLY Stock Holding History

Beaird Harris Wealth Management’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	$11.2K	Hold	500	–	–	﹤0.01%	382
2026 Q1	$10.6K	Hold	500	–	–	﹤0.01%	359
2025 Q4	$11.2K	Hold	500	–	–	﹤0.01%	387
2025 Q3	$10.1K	Hold	500	–	–	﹤0.01%	386
2025 Q2	$9.41K	Hold	500	–	–	﹤0.01%	386
2025 Q1	$10.2K	Hold	500	–	–	﹤0.01%	350
2024 Q4	$9.15K	Hold	500	–	–	﹤0.01%	353
2024 Q3	$10K	Sell	500 -1,337	-73%	-$26.8K	﹤0.01%	337
2024 Q2	$35K	Sell	1,837 -1,000	-35%	-$19.4K	﹤0.01%	252
2024 Q1	$55.9K	Buy	2,837 +500	+21%	+$9.64K	0.01%	195
2023 Q4	$45.3K	Hold	2,337	–	–	﹤0.01%	194
2023 Q3	$44K	Hold	2,337	–	–	0.01%	179
2023 Q2	$46.8K	Sell	2,337 -366	-14%	-$7.11K	0.01%	172
2023 Q1	$51.7K	Buy	2,703 +297	+12%	+$6.27K	0.01%	166
2022 Q4	$50.7K	Buy	2,406 +9	+0.4%	+$177	0.01%	175
2022 Q3	$41K	Buy	+2,397	New	+$60.4K	0.01%	173
2022 Q2	–	Sell	-2,265	Closed	-$64K	–	533
2022 Q1	$64K	Hold	2,265	–	–	0.02%	169
2021 Q4	$71K	Buy	+2,265	New	+$76.1K	0.03%	197

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

Beaird Harris Wealth Management's NLY Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 500 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Beaird Harris Wealth Management first reported a position in NLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $71K in Q4 2021. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Beaird Harris Wealth Management held 500 shares of Annaly Capital Management worth $11.2K as of Q2 2026.
Beaird Harris Wealth Management left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #382 holding.
Beaird Harris Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and has held it in 18 quarters since.
Beaird Harris Wealth Management's Annaly Capital Management position peaked at $71K in Q4 2021.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.