Envestnet Portfolio Solutions
NLY icon

Envestnet Portfolio Solutions’s Annaly Capital Management NLY Stock Holding History

Envestnet Portfolio 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
Q2 		$2.02M Buy
90,271
+12,947
+17% +$286K 0.01% 495
2026
Q1 		$1.64M Sell
77,324
-14,360
-16% -$327K 0.01% 505
2025
Q4 		$2.05M Buy
91,684
+5,828
+7% +$127K 0.01% 539
2025
Q3 		$1.74M Sell
85,856
-23,955
-22% -$497K 0.01% 568
2025
Q2 		$2.07M Buy
109,811
+45,553
+71% +$866K 0.01% 557
2025
Q1 		$1.31M Buy
64,258
+31,914
+99% +$657K 0.01% 724
2024
Q4 		$592K Buy
32,344
+6,646
+26% +$130K ﹤0.01% 1156
2024
Q3 		$516K Buy
25,698
+3,279
+15% +$65.7K ﹤0.01% 1190
2024
Q2 		$427K Buy
22,419
+8,149
+57% +$158K ﹤0.01% 1203
2024
Q1 		$281K Buy
14,270
+3,430
+32% +$66.1K ﹤0.01% 1391
2023
Q4 		$210K Buy
+10,840
New +$193K ﹤0.01% 1476

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Portfolio Solutions's NLY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Annaly Capital Management (NLY) stake by 17% in Q2 2026, buying an estimated $286K and bringing the position to 90,271 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #495.

Envestnet Portfolio Solutions first reported a position in NLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q2 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Envestnet Portfolio Solutions held 90,271 shares of Annaly Capital Management worth $2.02M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 12,947 Annaly Capital Management shares in Q2 2026, an estimated $286K.
  • Annaly Capital Management made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #495 holding.
  • Envestnet Portfolio Solutions first reported a position in Annaly Capital Management in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Annaly Capital Management position peaked at $2.07M in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.