Clark Asset Management’s Annaly Capital Management NLY Stock Holding History

Clark Asset 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	$257K	Hold	11,500	–	–	0.02%	240
2026 Q1	$243K	Sell	11,500 -500	-4%	-$11.4K	0.02%	215
2025 Q4	$268K	Sell	12,000 -225	-2%	-$4.9K	0.03%	190
2025 Q3	$247K	Buy	12,225 +24	+0.2%	+$498	0.03%	182
2025 Q2	$230K	Buy	+12,201	New	+$232K	0.03%	174

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Asset Management's NLY Position: Q2 2026 in Review

Clark Asset Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 11,500 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #240.

Clark Asset Management first reported a position in NLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $268K in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Clark Asset Management held 11,500 shares of Annaly Capital Management worth $257K as of Q2 2026.
Clark Asset Management left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #240 holding.
Clark Asset Management first reported a position in Annaly Capital Management in Q2 2025 and has held it in 5 quarters since.
Clark Asset Management's Annaly Capital Management position peaked at $268K in Q4 2025.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.