CX Institutional’s Annaly Capital Management NLY Stock Holding History

CX Institutional’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	$24K	Sell	1,089 -2,221	-67%	-$49K	﹤0.01%	1134
2026 Q1	$70K	Buy	3,310 +567	+21%	+$12.9K	﹤0.01%	916
2025 Q4	$61K	Sell	2,743 -582	-18%	-$12.7K	﹤0.01%	939
2025 Q3	$67K	Buy	+3,325	New	+$69K	﹤0.01%	895
2021 Q4	–	Sell	-158	Closed	-$5K	–	723
2021 Q3	$5K	Sell	158 -39	-20%	-$1.34K	﹤0.01%	867
2021 Q2	$7K	Buy	197 +1	+0.5%	+$36	﹤0.01%	855
2021 Q1	$7K	Buy	+196	New	+$6.64K	﹤0.01%	789

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

CX Institutional's NLY Position: Q2 2026 in Review

CX Institutional reduced its Annaly Capital Management (NLY) stake by 67% in Q2 2026, selling an estimated $49K and leaving 1,089 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

CX Institutional first reported a position in NLY in Q1 2021 and has held it in 7 quarters since. The position peaked at $70K in Q1 2026. 129 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

CX Institutional held 1,089 shares of Annaly Capital Management worth $24K as of Q2 2026.
CX Institutional sold 2,221 Annaly Capital Management shares in Q2 2026, an estimated $49K.
Annaly Capital Management made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1134 holding.
CX Institutional first reported a position in Annaly Capital Management in Q1 2021 and has held it in 7 quarters since.
CX Institutional's Annaly Capital Management position peaked at $70K in Q1 2026.
129 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.