Capital Investment Advisory Services’s Annaly Capital Management NLY Stock Holding History

Capital Investment Advisory Services’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	$874K	Buy	39,107 +1,799	+5%	+$39.7K	0.05%	326
2026 Q1	$789K	Buy	37,308 +2,918	+8%	+$66.5K	0.06%	304
2025 Q4	$769K	Buy	34,390 +3,109	+10%	+$67.7K	0.05%	302
2025 Q3	$632K	Buy	31,281 +3,102	+11%	+$64.3K	0.05%	316
2025 Q2	$530K	Buy	28,179 +615	+2%	+$11.7K	0.04%	332
2025 Q1	$560K	Buy	27,564 +395	+1%	+$8.13K	0.05%	300
2024 Q4	$497K	Buy	27,169 +487	+2%	+$9.51K	0.05%	285
2024 Q3	$536K	Buy	+26,682	New	+$534K	0.05%	283
2022 Q3	–	Sell	-7,560	Closed	-$179K	–	843
2022 Q2	$179K	Buy	7,560 +5	+0.1%	+$130	0.02%	462
2022 Q1	$213K	Buy	7,555 +1,423	+23%	+$42.3K	0.02%	470
2021 Q4	$192K	Buy	6,132 +129	+2%	+$4.34K	0.02%	483
2021 Q3	$202K	Buy	6,003 +53	+0.9%	+$1.82K	0.03%	448
2021 Q2	$211K	Buy	5,950 +400	+7%	+$14.5K	0.03%	448
2021 Q1	$191K	Buy	+5,550	New	+$188K	0.03%	429
2019 Q4	–	Sell	-2,100	Closed	-$74K	–	1008
2019 Q3	$74K	Buy	2,100 +475	+29%	+$17.1K	0.02%	464
2019 Q2	$61K	Buy	1,625 +250	+18%	+$9.53K	0.02%	508
2019 Q1	$55K	Hold	1,375	–	–	0.02%	464
2018 Q4	$54K	Buy	+1,375	New	+$55K	0.02%	442

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capital Investment Advisory Services's NLY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Annaly Capital Management (NLY) stake by 4.8% in Q2 2026, buying an estimated $39.7K and bringing the position to 39,107 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #326.

Capital Investment Advisory Services first reported a position in NLY in Q4 2018 and has held it in 18 quarters since. 234 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Capital Investment Advisory Services held 39,107 shares of Annaly Capital Management worth $874K as of Q2 2026.
Capital Investment Advisory Services bought 1,799 Annaly Capital Management shares in Q2 2026, an estimated $39.7K.
Annaly Capital Management made up 0.05% of Capital Investment Advisory Services's portfolio in Q2 2026, its #326 holding.
Capital Investment Advisory Services first reported a position in Annaly Capital Management in Q4 2018 and has held it in 18 quarters since.
234 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.