Bogart Wealth LLC’s Annaly Capital Management NLY Stock Holding History

Bogart Wealth LLC’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	$17.7K	Buy	791 +259	+49%	+$5.72K	﹤0.01%	829
2026 Q1	$11.3K	Sell	532 -20	-4%	-$456	﹤0.01%	880
2025 Q4	$12.3K	Buy	552 +48	+10%	+$1.04K	﹤0.01%	817
2025 Q3	$10.2K	Sell	504 -1,976	-80%	-$41K	﹤0.01%	828
2025 Q2	$46.7K	Buy	2,480 +2,000	+417%	+$38K	﹤0.01%	461
2025 Q1	$9.75K	Hold	480	–	–	﹤0.01%	759
2024 Q4	$8.78K	Hold	480	–	–	﹤0.01%	769
2024 Q3	$9.63K	Hold	480	–	–	﹤0.01%	706
2024 Q2	$9.15K	Hold	480	–	–	﹤0.01%	689
2024 Q1	$9.45K	Hold	480	–	–	﹤0.01%	661
2023 Q4	$9.3K	Hold	480	–	–	﹤0.01%	645
2023 Q3	$9.03K	Hold	480	–	–	﹤0.01%	613
2023 Q2	$9.61K	Hold	480	–	–	﹤0.01%	587
2023 Q1	$9.17K	Hold	480	–	–	﹤0.01%	607
2022 Q4	$10.1K	Hold	480	–	–	﹤0.01%	543
2022 Q3	$8K	Hold	480	–	–	﹤0.01%	602
2022 Q2	$11K	Hold	480	–	–	﹤0.01%	523
2022 Q1	$14K	Buy	+480	New	+$14.3K	﹤0.01%	442

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

Bogart Wealth LLC's NLY Position: Q2 2026 in Review

Bogart Wealth LLC increased its Annaly Capital Management (NLY) stake by 49% in Q2 2026, buying an estimated $5.72K and bringing the position to 791 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Bogart Wealth LLC first reported a position in NLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $46.7K in Q2 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Bogart Wealth LLC held 791 shares of Annaly Capital Management worth $17.7K as of Q2 2026.
Bogart Wealth LLC bought 259 Annaly Capital Management shares in Q2 2026, an estimated $5.72K.
Annaly Capital Management made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #829 holding.
Bogart Wealth LLC first reported a position in Annaly Capital Management in Q1 2022 and has held it in 18 quarters since.
Bogart Wealth LLC's Annaly Capital Management position peaked at $46.7K in Q2 2025.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.