BridgePort Financial Solutions’s Annaly Capital Management NLY Stock Holding History

BridgePort Financial Solutions’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	$784K	Buy	35,062 +6,033	+21%	+$133K	0.2%	98
2026 Q1	$614K	Sell	29,029 -5,869	-17%	-$134K	0.17%	108
2025 Q4	$780K	Buy	34,898 +4,425	+15%	+$96.3K	0.21%	91
2025 Q3	$616K	Buy	+30,473	New	+$632K	0.17%	113

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BridgePort Financial Solutions's NLY Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Annaly Capital Management (NLY) stake by 21% in Q2 2026, buying an estimated $133K and bringing the position to 35,062 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #98.

BridgePort Financial Solutions first reported a position in NLY in Q3 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

BridgePort Financial Solutions held 35,062 shares of Annaly Capital Management worth $784K as of Q2 2026.
BridgePort Financial Solutions bought 6,033 Annaly Capital Management shares in Q2 2026, an estimated $133K.
Annaly Capital Management made up 0.2% of BridgePort Financial Solutions's portfolio in Q2 2026, its #98 holding.
BridgePort Financial Solutions first reported a position in Annaly Capital Management in Q3 2025 and has held it in 4 quarters since.
206 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.