Compass Financial Management’s Annaly Capital Management NLY Stock Holding History

Compass Financial 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	$2.76M	Buy	+122,178	New	+$2.7M	0.33%	78

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Financial Management's NLY Position: Q2 2026 in Review

Compass Financial Management opened a new position in Annaly Capital Management (NLY) in Q2 2026: 122,178 shares worth $2.76M. The stake represents 0.33% of the portfolio and ranks #78 among its holdings.

749 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Compass Financial Management held 122,178 shares of Annaly Capital Management worth $2.76M as of Q2 2026.
Annaly Capital Management was a new Compass Financial Management position in Q2 2026.
Annaly Capital Management made up 0.33% of Compass Financial Management's portfolio in Q2 2026, its #78 holding.
749 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.