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Bell Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Bell Investment 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 		$1.3K Sell
58
-51
-47% -$1.13K ﹤0.01% 1473
2026
Q1 		$2.31K Sell
109
-49
-31% -$1.12K ﹤0.01% 1286
2025
Q4 		$3.53K Buy
158
+43
+37% +$936 ﹤0.01% 1128
2025
Q3 		$2.33K Sell
115
-63
-35% -$1.31K ﹤0.01% 1282
2025
Q2 		$3.35K Buy
178
+26
+17% +$494 ﹤0.01% 1155
2025
Q1 		$3.09K Hold
152
– – ﹤0.01% 1134
2024
Q4 		$2.78K Buy
152
+63
+71% +$1.23K ﹤0.01% 1203
2024
Q3 		$1.79K Hold
89
– – ﹤0.01% 1397
2024
Q2 		$1.7K Hold
89
– – ﹤0.01% 1434
2024
Q1 		$1.75K Hold
89
– – ﹤0.01% 1413
2023
Q4 		$1.72K Sell
89
-164
-65% -$2.92K ﹤0.01% 1394
2023
Q3 		$4.76K Sell
253
-39
-13% -$775 ﹤0.01% 834
2023
Q2 		$5.84K Sell
292
-241
-45% -$4.68K ﹤0.01% 737
2023
Q1 		$10.2K Sell
533
-184
-26% -$3.88K ﹤0.01% 480
2022
Q4 		$15.1K Buy
717
+311
+77% +$6.12K ﹤0.01% 364
2022
Q3 		$7K Buy
406
+20
+5% +$504 ﹤0.01% 540
2022
Q2 		$9K Buy
+386
New +$10K ﹤0.01% 462
2021
Q4 		$13K Buy
427
+152
+55% +$5.11K ﹤0.01% 416
2021
Q3 		$9K Buy
+275
New +$9.47K ﹤0.01% 487

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's NLY Position: Q2 2026 in Review

Bell Investment Advisors reduced its Annaly Capital Management (NLY) stake by 47% in Q2 2026, selling an estimated $1.13K and leaving 58 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Bell Investment Advisors first reported a position in NLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.1K in Q4 2022. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Bell Investment Advisors held 58 shares of Annaly Capital Management worth $1.3K as of Q2 2026.
  • Bell Investment Advisors sold 51 Annaly Capital Management shares in Q2 2026, an estimated $1.13K.
  • Annaly Capital Management made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1473 holding.
  • Bell Investment Advisors first reported a position in Annaly Capital Management in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Annaly Capital Management position peaked at $15.1K in Q4 2022.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.