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Caldwell Sutter Capital’s Annaly Capital Management NLY Stock Holding History

Caldwell Sutter Capital’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 		$68.2K Buy
3,050
+845
+38% +$18.7K 0.03% 362
2026
Q1 		$46.6K Buy
2,205
+1,205
+121% +$27.4K 0.02% 385
2025
Q4 		$22.4K Buy
1,000
+575
+135% +$12.5K 0.01% 459
2025
Q3 		$8.6K Buy
425
+93
+28% +$1.93K ﹤0.01% 571
2025
Q2 		$6.25K Sell
332
-12
-3% -$228 ﹤0.01% 596
2025
Q1 		$6.98K Buy
344
+27
+9% +$556 ﹤0.01% 586
2024
Q4 		$5.79K Buy
317
+33
+12% +$645 ﹤0.01% 621
2024
Q3 		$5.71K Buy
284
+120
+73% +$2.4K ﹤0.01% 627
2024
Q2 		$3.12K Buy
164
+4
+3% +$78 ﹤0.01% 701
2024
Q1 		$3.15K Buy
160
+54
+51% +$1.04K ﹤0.01% 693
2023
Q4 		$2.06K Buy
106
+100
+1,667% +$1.78K ﹤0.01% 756
2023
Q3 		$113 Sell
6
-525
-99% -$10.4K ﹤0.01% 864
2023
Q2 		$10.6K Buy
531
+395
+290% +$7.67K 0.01% 518
2023
Q1 		$2.6K Buy
+136
New +$2.87K ﹤0.01% 473

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's NLY Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Annaly Capital Management (NLY) stake by 38% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,050 shares worth $68.2K. The position accounts for 0.03% of the portfolio, ranked #362.

Caldwell Sutter Capital first reported a position in NLY in Q1 2023 and has held it in 14 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Caldwell Sutter Capital held 3,050 shares of Annaly Capital Management worth $68.2K as of Q2 2026.
  • Caldwell Sutter Capital bought 845 Annaly Capital Management shares in Q2 2026, an estimated $18.7K.
  • Annaly Capital Management made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #362 holding.
  • Caldwell Sutter Capital first reported a position in Annaly Capital Management in Q1 2023 and has held it in 14 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.