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Cromwell Holdings’s Annaly Capital Management NLY Stock Holding History

Cromwell Holdings’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 		$5.27K Buy
228
+102
+81% +$2.25K ﹤0.01% 665
2026
Q1 		$2.75K Buy
126
+31
+33% +$706 ﹤0.01% 659
2025
Q4 		$2.19K Hold
95
– – ﹤0.01% 679
2025
Q3 		$1.99K Hold
95
– – ﹤0.01% 703
2025
Q2 		$1.85K Buy
95
+57
+150% +$1.08K ﹤0.01% 700
2025
Q1 		$798 Buy
+38
New +$782 ﹤0.01% 681

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Cromwell Holdings's NLY Position: Q2 2026 in Review

Cromwell Holdings increased its Annaly Capital Management (NLY) stake by 81% in Q2 2026, buying an estimated $2.25K and bringing the position to 228 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Cromwell Holdings first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Cromwell Holdings held 228 shares of Annaly Capital Management worth $5.27K as of Q2 2026.
  • Cromwell Holdings bought 102 Annaly Capital Management shares in Q2 2026, an estimated $2.25K.
  • Annaly Capital Management made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #665 holding.
  • Cromwell Holdings first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
  • 147 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.