Elevation Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Elevation Wealth Partners’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	$8.03K	Buy	+359	New	+$7.93K	﹤0.01%	889
2026 Q1	–	Sell	-1,731	Closed	-$38.7K	–	1118
2025 Q4	$38.7K	Buy	+1,731	New	+$37.7K	0.01%	275
2023 Q3	–	Sell	-750	Closed	-$15K	–	357
2023 Q2	$15K	Hold	750	–	–	0.01%	228
2023 Q1	$14.3K	Buy	+750	New	+$15.8K	0.01%	239

Other funds holding NLY

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Elevation Wealth Partners's NLY Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Annaly Capital Management (NLY) in Q2 2026: 359 shares worth $8.03K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in NLY as recently as Q4 2025.

Elevation Wealth Partners first reported a position in NLY in Q1 2023 and has held it in 4 quarters since. The position peaked at $38.7K in Q4 2025. 279 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Elevation Wealth Partners held 359 shares of Annaly Capital Management worth $8.03K as of Q2 2026.
Annaly Capital Management was a new Elevation Wealth Partners position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #889 holding.
Elevation Wealth Partners first reported a position in Annaly Capital Management in Q1 2023 and has held it in 4 quarters since.
Elevation Wealth Partners's Annaly Capital Management position peaked at $38.7K in Q4 2025.
279 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.