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Chapman Financial Group’s Annaly Capital Management NLY Stock Holding History

Chapman Financial Group’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 		$1.12M Buy
49,875
+5,607
+13% +$124K 0.74% 35
2026
Q1 		$936K Buy
44,268
+1,500
+4% +$34.2K 0.67% 41
2025
Q4 		$956K Buy
42,768
+1,776
+4% +$38.7K 0.65% 44
2025
Q3 		$828K Buy
40,992
+5,642
+16% +$117K 0.57% 55
2025
Q2 		$665K Buy
+35,350
New +$672K 0.56% 55

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

Chapman Financial Group's NLY Position: Q2 2026 in Review

Chapman Financial Group increased its Annaly Capital Management (NLY) stake by 13% in Q2 2026, buying an estimated $124K and bringing the position to 49,875 shares worth $1.12M. The position accounts for 0.74% of the portfolio, ranked #35.

Chapman Financial Group first reported a position in NLY in Q2 2025 and has held it in 5 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Chapman Financial Group held 49,875 shares of Annaly Capital Management worth $1.12M as of Q2 2026.
  • Chapman Financial Group bought 5,607 Annaly Capital Management shares in Q2 2026, an estimated $124K.
  • Annaly Capital Management made up 0.74% of Chapman Financial Group's portfolio in Q2 2026, its #35 holding.
  • Chapman Financial Group first reported a position in Annaly Capital Management in Q2 2025 and has held it in 5 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.