Diversify Wealth Management’s Annaly Capital Management NLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.51M Buy
66,815
+6,788
+11% +$150K 0.03% 503
2026
Q1
$1.35M Buy
+60,027
New +$1.37M 0.02% 496
2025
Q1
Sell
-11,084
Closed -$201K 538
2024
Q4
$201K Buy
+11,084
New +$217K 0.02% 495

Other funds holding NLY

Diversify Wealth Management's NLY Position: Q2 2026 in Review

Diversify Wealth Management increased its Annaly Capital Management (NLY) stake by 11% in Q2 2026, buying an estimated $150K and bringing the position to 66,815 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #503.

Diversify Wealth Management first reported a position in NLY in Q4 2024 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Diversify Wealth Management held 66,815 shares of Annaly Capital Management worth $1.51M as of Q2 2026.
  • Diversify Wealth Management bought 6,788 Annaly Capital Management shares in Q2 2026, an estimated $150K.
  • Annaly Capital Management made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #503 holding.
  • Diversify Wealth Management first reported a position in Annaly Capital Management in Q4 2024 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.