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Capital Advisors Ltd’s Annaly Capital Management NLY Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
2
– – ﹤0.01% 1513
2026
Q1 		$0 Hold
2
– – ﹤0.01% 1525
2025
Q4 		$0 Hold
2
– – ﹤0.01% 1501
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1495
2025
Q2 		$0 Sell
2
-30
-94% -$570 ﹤0.01% 1541
2025
Q1 		$1K Buy
32
+20
+167% +$412 ﹤0.01% 1230
2024
Q4 		$0 Hold
12
– – ﹤0.01% 1513
2024
Q3 		$0 Hold
12
– – ﹤0.01% 1537
2024
Q2 		$0 Buy
+12
New +$233 ﹤0.01% 1563
2023
Q4 		– Sell
-25
Closed – – 1418
2023
Q3 		$0 Sell
25
-378
-94% -$7.51K ﹤0.01% 1409
2023
Q2 		$8K Buy
403
+394
+4,378% +$7.65K ﹤0.01% 736
2023
Q1 		$0 Sell
9
-37
-80% -$781 ﹤0.01% 1436
2022
Q4 		$1K Buy
+46
New +$905 ﹤0.01% 1041
2022
Q3 		– Sell
-17
Closed – – 1423
2022
Q2 		$0 Sell
17
-9
-35% -$233 ﹤0.01% 1213
2022
Q1 		$1K Buy
+26
New +$773 ﹤0.01% 757
2016
Q4 		– Sell
-250
Closed -$11K – 402
2016
Q3 		$11K Buy
+250
New +$10.8K ﹤0.01% 286

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Capital Advisors Ltd's NLY Position: Q2 2026 in Review

Capital Advisors Ltd held its Annaly Capital Management (NLY) position steady in Q2 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Capital Advisors Ltd first reported a position in NLY in Q3 2016 and has held it in 16 quarters since. The position peaked at $11K in Q3 2016. 117 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Annaly Capital Management worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1513 holding.
  • Capital Advisors Ltd first reported a position in Annaly Capital Management in Q3 2016 and has held it in 16 quarters since.
  • Capital Advisors Ltd's Annaly Capital Management position peaked at $11K in Q3 2016.
  • 117 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.