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

Cooper 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 		$780K Buy
34,896
+1,239
+4% +$27.4K 0.06% 202
2026
Q1 		$712K Buy
+33,657
New +$767K 0.07% 206
2025
Q3 		– Sell
-10,068
Closed -$189K – 405
2025
Q2 		$189K Sell
10,068
-268
-3% -$5.1K 0.02% 365
2025
Q1 		$210K Buy
+10,336
New +$213K 0.03% 359
2022
Q2 		– Sell
-5,444
Closed -$153K – 274
2022
Q1 		$153K Buy
5,444
+669
+14% +$19.9K 0.06% 242
2021
Q4 		$149K Sell
4,775
-8,297
-63% -$279K 0.06% 232
2021
Q3 		$440K Buy
13,072
+3,645
+39% +$125K 0.09% 141
2021
Q2 		$335K Buy
9,427
+919
+11% +$33.4K 0.07% 170
2021
Q1 		$293K Sell
8,508
-1,230
-13% -$41.7K 0.07% 185
2020
Q4 		$329K Buy
9,738
+2,006
+26% +$62.1K 0.07% 204
2020
Q3 		$220K Buy
7,732
+478
+7% +$13.8K 0.06% 186
2020
Q2 		$190K Sell
7,254
-1,012
-12% -$25K 0.06% 184
2020
Q1 		$168K Buy
8,266
+4,083
+98% +$144K 0.07% 147
2019
Q4 		$158K Buy
4,183
+730
+21% +$26.6K 0.06% 155
2019
Q3 		$122K Buy
3,453
+176
+5% +$6.34K 0.06% 142
2019
Q2 		$120K Buy
3,277
+54
+2% +$2.06K 0.06% 124
2019
Q1 		$129K Buy
3,223
+55
+2% +$2.25K 0.07% 109
2018
Q4 		$124K Buy
+3,168
New +$127K 0.08% 101

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

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

Cooper Financial Group increased its Annaly Capital Management (NLY) stake by 3.7% in Q2 2026, buying an estimated $27.4K and bringing the position to 34,896 shares worth $780K. The position accounts for 0.06% of the portfolio, ranked #202.

Cooper Financial Group first reported a position in NLY in Q4 2018 and has held it in 18 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Cooper Financial Group held 34,896 shares of Annaly Capital Management worth $780K as of Q2 2026.
  • Cooper Financial Group bought 1,239 Annaly Capital Management shares in Q2 2026, an estimated $27.4K.
  • Annaly Capital Management made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #202 holding.
  • Cooper Financial Group first reported a position in Annaly Capital Management in Q4 2018 and has held it in 18 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.