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Bullock Wealth Management’s Annaly Capital Management NLY Stock Holding History

Bullock 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 		$6.59K Buy
297
+9
+3% +$199 ﹤0.01% 482
2026
Q1 		$6.09K Buy
288
+8
+3% +$182 ﹤0.01% 477
2025
Q4 		$6.25K Buy
280
+9
+3% +$196 ﹤0.01% 455
2025
Q3 		$5.58K Buy
271
+9
+3% +$187 ﹤0.01% 479
2025
Q2 		$4.98K Buy
262
+9
+4% +$171 ﹤0.01% 463
2025
Q1 		$5.08K Buy
253
+8
+3% +$165 ﹤0.01% 446
2024
Q4 		$4.48K Buy
245
+8
+3% +$156 ﹤0.01% 456
2024
Q3 		$4.66K Buy
237
+8
+3% +$160 ﹤0.01% 437
2024
Q2 		$4.28K Buy
229
+7
+3% +$136 ﹤0.01% 424
2024
Q1 		$4.31K Buy
+222
New +$4.28K ﹤0.01% 434

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

Bullock Wealth Management's NLY Position: Q2 2026 in Review

Bullock Wealth Management increased its Annaly Capital Management (NLY) stake by 3.1% in Q2 2026, buying an estimated $199 and bringing the position to 297 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Bullock Wealth Management first reported a position in NLY in Q1 2024 and has held it in 10 quarters since. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Bullock Wealth Management held 297 shares of Annaly Capital Management worth $6.59K as of Q2 2026.
  • Bullock Wealth Management bought 9 Annaly Capital Management shares in Q2 2026, an estimated $199.
  • Annaly Capital Management made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Bullock Wealth Management first reported a position in Annaly Capital Management in Q1 2024 and has held it in 10 quarters since.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.