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Dupree Financial Group’s Annaly Capital Management NLY Stock Holding History

Dupree Financial Group’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 		$9.47M Buy
501,533
+14,883
+3% +$334K 3.42% 8
2026
Q2 		$10.9M Buy
486,650
+12,138
+3% +$268K 4.08% 6
2026
Q1 		$10M Buy
474,512
+2,180
+0.5% +$49.7K 4.04% 8
2025
Q4 		$10.6M Buy
472,332
+1,824
+0.4% +$39.7K 3.85% 7
2025
Q3 		$9.51M Buy
470,508
+155,061
+49% +$3.22M 3.61% 9
2025
Q2 		$5.94M Sell
315,447
-3,927
-1% -$74.7K 2.34% 16
2025
Q1 		$6.49M Sell
319,374
-86,192
-21% -$1.77M 2.63% 13
2024
Q4 		$7.42M Sell
405,566
-1,977
-0.5% -$38.6K 3.39% 9
2024
Q3 		$8.18M Buy
407,543
+999
+0.2% +$20K 3.27% 7
2024
Q2 		$7.75M Buy
406,544
+12,212
+3% +$237K 3.52% 9
2024
Q1 		$7.76M Sell
394,332
-81,751
-17% -$1.58M 3.46% 9
2023
Q4 		$9.22M Buy
+476,083
New +$8.49M 4.51% 6

Other funds holding NLY

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM

Dupree Financial Group's NLY Position: Q3 2026 in Review

Dupree Financial Group increased its Annaly Capital Management (NLY) stake by 3.1% in Q3 2026, buying an estimated $334K and bringing the position to 501,533 shares worth $9.47M. The position accounts for 3.42% of the portfolio, ranked #8.

Dupree Financial Group first reported a position in NLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q2 2026. 27 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Dupree Financial Group held 501,533 shares of Annaly Capital Management worth $9.47M as of Q3 2026.
  • Dupree Financial Group bought 14,883 Annaly Capital Management shares in Q3 2026, an estimated $334K.
  • Annaly Capital Management made up 3.42% of Dupree Financial Group's portfolio in Q3 2026, its #8 holding.
  • Dupree Financial Group first reported a position in Annaly Capital Management in Q4 2023 and has held it in 12 quarters since.
  • Dupree Financial Group's Annaly Capital Management position peaked at $10.9M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.