CreativeOne Wealth’s Annaly Capital Management NLY Stock Holding History

CreativeOne Wealth’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	$495K	Buy	22,120 +487	+2%	+$10.8K	0.01%	803
2026 Q1	$458K	Buy	21,633 +1,130	+6%	+$25.7K	0.01%	839
2025 Q4	$458K	Sell	20,503 -7,790	-28%	-$170K	0.01%	818
2025 Q3	$572K	Buy	28,293 +5,481	+24%	+$114K	0.01%	724
2025 Q2	$429K	Buy	+22,812	New	+$434K	0.01%	793
2023 Q3	–	Sell	-19,455	Closed	-$389K	–	743
2023 Q2	$389K	Sell	19,455 -261	-1%	-$5.07K	0.02%	570
2023 Q1	$377K	Buy	19,716 +1,928	+11%	+$40.7K	0.02%	549
2022 Q4	$375K	Buy	+17,788	New	+$350K	0.02%	511
2022 Q3	–	Sell	-8,702	Closed	-$206K	–	747
2022 Q2	$206K	Buy	8,702 +2,985	+52%	+$77.3K	0.01%	678
2022 Q1	$161K	Buy	5,717 +2,013	+54%	+$59.8K	0.01%	713
2021 Q4	$116K	Sell	3,704 -386	-9%	-$13K	0.01%	736
2021 Q3	$138K	Sell	4,090 -206	-5%	-$7.09K	0.01%	678
2021 Q2	$153K	Buy	+4,296	New	+$156K	0.01%	652

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

CreativeOne Wealth's NLY Position: Q2 2026 in Review

CreativeOne Wealth increased its Annaly Capital Management (NLY) stake by 2.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 22,120 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #803.

CreativeOne Wealth first reported a position in NLY in Q2 2021 and has held it in 13 quarters since. The position peaked at $572K in Q3 2025. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

CreativeOne Wealth held 22,120 shares of Annaly Capital Management worth $495K as of Q2 2026.
CreativeOne Wealth bought 487 Annaly Capital Management shares in Q2 2026, an estimated $10.8K.
Annaly Capital Management made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #803 holding.
CreativeOne Wealth first reported a position in Annaly Capital Management in Q2 2021 and has held it in 13 quarters since.
CreativeOne Wealth's Annaly Capital Management position peaked at $572K in Q3 2025.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.