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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
Q3 		$249K Sell
13,162
-21,734
-62% -$488K 0.02% 386
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

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM

Cooper Financial Group's NLY Position: Q3 2026 in Review

Cooper Financial Group reduced its Annaly Capital Management (NLY) stake by 62% in Q3 2026, selling an estimated $488K and leaving 13,162 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #386.

Cooper Financial Group first reported a position in NLY in Q4 2018 and has held it in 19 quarters since. The position peaked at $780K in Q2 2026. 31 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Cooper Financial Group held 13,162 shares of Annaly Capital Management worth $249K as of Q3 2026.
  • Cooper Financial Group sold 21,734 Annaly Capital Management shares in Q3 2026, an estimated $488K.
  • Annaly Capital Management made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #386 holding.
  • Cooper Financial Group first reported a position in Annaly Capital Management in Q4 2018 and has held it in 19 quarters since.
  • Cooper Financial Group's Annaly Capital Management position peaked at $780K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.