Diversify Advisory Services’s Annaly Capital Management NLY Stock Holding History

Diversify Advisory Services’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	$1.21M	Sell	65,560 -1,255	-2%	-$28.2K	0.02%	603
2026 Q2	$1.51M	Buy	66,815 +11,868	+22%	+$262K	0.03%	503
2026 Q1	$1.24M	Buy	54,947 +46,704	+567%	+$1.06M	0.19%	57
2025 Q4	$201K	Sell	8,243 -1,576	-16%	-$34.3K	0.01%	884
2025 Q3	$209K	Sell	9,819 -1,467	-13%	-$30.4K	0.01%	832
2025 Q2	$232K	Buy	+11,286	New	+$215K	0.01%	747

Other funds holding NLY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Diversify Advisory Services's NLY Position: Q3 2026 in Review

Diversify Advisory Services reduced its Annaly Capital Management (NLY) stake by 1.9% in Q3 2026, selling an estimated $28.2K and leaving 65,560 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #603.

Diversify Advisory Services first reported a position in NLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q2 2026. 148 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

Diversify Advisory Services held 65,560 shares of Annaly Capital Management worth $1.21M as of Q3 2026.
Diversify Advisory Services sold 1,255 Annaly Capital Management shares in Q3 2026, an estimated $28.2K.
Annaly Capital Management made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #603 holding.
Diversify Advisory Services first reported a position in Annaly Capital Management in Q2 2025 and has held it in 6 quarters since.
Diversify Advisory Services's Annaly Capital Management position peaked at $1.51M in Q2 2026.
148 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.