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

Costello 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	$1.12K	Hold	50	–	–	﹤0.01%	676
2026 Q1	$1.06K	Hold	50	–	–	﹤0.01%	651
2025 Q4	$1.12K	Hold	50	–	–	﹤0.01%	656
2025 Q3	$1.01K	Hold	50	–	–	﹤0.01%	631
2025 Q2	$941	Hold	50	–	–	﹤0.01%	653
2025 Q1	$1.02K	Buy	+50	New	+$1.03K	﹤0.01%	638

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

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

Costello Asset Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 50 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Costello Asset Management first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Costello Asset Management held 50 shares of Annaly Capital Management worth $1.12K as of Q2 2026.
Costello Asset Management left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #676 holding.
Costello Asset Management first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.