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Bruce G. Allen Investments’s Annaly Capital Management NLY Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-14
Closed -$296 – 1086
2026
Q1 		$296 Hold
14
– – ﹤0.01% 1030
2025
Q4 		$313 Hold
14
– – ﹤0.01% 1022
2025
Q3 		$283 Hold
14
– – ﹤0.01% 1027
2025
Q2 		$263 Sell
14
-639
-98% -$12.2K ﹤0.01% 1028
2025
Q1 		$13.3K Buy
653
+56
+9% +$1.15K 0.01% 435
2024
Q4 		$10.9K Sell
597
-12
-2% -$234 0.01% 459
2024
Q3 		$12.2K Sell
609
-11
-2% -$220 0.01% 455
2024
Q2 		$11.8K Hold
620
– – 0.01% 450
2024
Q1 		$12.2K Hold
620
– – 0.01% 445
2023
Q4 		$12K Buy
+620
New +$11.1K 0.01% 444

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

Bruce G. Allen Investments's NLY Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 14 shares — an estimated $296 sold.

Bruce G. Allen Investments first reported a position in NLY in Q4 2023 and held it in 10 quarters. The position peaked at $13.3K in Q1 2025. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 14 Annaly Capital Management shares in Q2 2026, an estimated $296.
  • Bruce G. Allen Investments first reported a position in Annaly Capital Management in Q4 2023 and held it in 10 quarters.
  • Bruce G. Allen Investments's Annaly Capital Management position peaked at $13.3K in Q1 2025.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.