Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Annaly Capital Management NLY Stock Holding History

Dynamic Advisor Solutions’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 		$533K Buy
+28,232
New +$634K 0.02% 649
2026
Q2 		– Sell
-9,489
Closed -$201K – 1076
2026
Q1 		$201K Sell
9,489
-768
-7% -$17.5K 0.01% 926
2025
Q4 		$229K Sell
10,257
-213
-2% -$4.64K 0.01% 864
2025
Q3 		$212K Buy
+10,470
New +$217K 0.01% 886
2025
Q2 		– Sell
-14,282
Closed -$290K – 919
2025
Q1 		$290K Buy
14,282
+1,320
+10% +$27.2K 0.01% 715
2024
Q4 		$237K Sell
12,962
-906
-7% -$17.7K 0.01% 588
2024
Q3 		$278K Buy
13,868
+167
+1% +$3.34K 0.01% 777
2024
Q2 		$261K Sell
13,701
-455
-3% -$8.83K 0.01% 810
2024
Q1 		$279K Buy
14,156
+219
+2% +$4.22K 0.01% 779
2023
Q4 		$266K Buy
+13,937
New +$249K 0.01% 756
2023
Q1 		– Sell
-9,541
Closed -$201K – 783
2022
Q4 		$201K Sell
9,541
-4,061
-30% -$79.9K 0.01% 666
2022
Q3 		$233K Buy
13,602
+527
+4% +$13.3K 0.02% 587
2022
Q2 		$309K Sell
13,075
-30,137
-70% -$781K 0.02% 519
2022
Q1 		$1.22M Buy
43,212
+2,883
+7% +$85.7K 0.08% 235
2021
Q4 		$1.26M Buy
40,329
+1,691
+4% +$56.8K 0.09% 233
2021
Q3 		$1.3M Buy
38,638
+815
+2% +$28.1K 0.1% 232
2021
Q2 		$1.34M Buy
37,823
+30,805
+439% +$1.12M 0.11% 225
2021
Q1 		$241K Buy
7,018
+83
+1% +$2.81K 0.02% 562
2020
Q4 		$234K Sell
6,935
-4
-0.1% -$124 0.02% 555
2020
Q3 		$198K Sell
6,939
-1,144
-14% -$33.1K 0.02% 534
2020
Q2 		$212K Buy
8,083
+2,145
+36% +$53K 0.03% 466
2020
Q1 		$120K Buy
5,938
+21
+0.4% +$739 0.02% 445
2019
Q4 		$223K Buy
5,917
+1,650
+39% +$60.1K 0.03% 478
2019
Q3 		$150K Sell
4,267
-146
-3% -$5.26K 0.02% 486
2019
Q2 		$161K Sell
4,413
-175
-4% -$6.67K 0.03% 472
2019
Q1 		$183K Sell
4,588
-49
-1% -$2K 0.03% 388
2018
Q4 		$191K Buy
4,637
+128
+3% +$5.12K 0.04% 357
2018
Q3 		$184K Buy
4,509
+74
+2% +$3.1K 0.04% 384
2018
Q2 		$182K Buy
4,435
+16
+0.4% +$667 0.04% 385
2018
Q1 		$184K Buy
+4,419
New +$188K 0.05% 341
2016
Q1 		– Sell
-12,493
Closed -$469K – 208
2015
Q4 		$469K Buy
+12,493
New +$487K 0.19% 131
2014
Q2 		– Sell
-12,353
Closed -$542K – 224
2014
Q1 		$542K Buy
12,353
+8,474
+218% +$366K 0.37% 96
2013
Q4 		$155K Buy
+3,879
New +$168K 0.11% 183

Other funds holding NLY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Dynamic Advisor Solutions's NLY Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Annaly Capital Management (NLY) in Q3 2026: 28,232 shares worth $533K. The stake represents 0.02% of the portfolio and ranks #649 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in NLY as recently as Q1 2026.

Dynamic Advisor Solutions first reported a position in NLY in Q4 2013 and has held it in 33 quarters since. The position peaked at $1.34M in Q2 2021. 111 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Dynamic Advisor Solutions held 28,232 shares of Annaly Capital Management worth $533K as of Q3 2026.
  • Annaly Capital Management was a new Dynamic Advisor Solutions position in Q3 2026.
  • Annaly Capital Management made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #649 holding.
  • Dynamic Advisor Solutions first reported a position in Annaly Capital Management in Q4 2013 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's Annaly Capital Management position peaked at $1.34M in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.