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EP Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

EP Wealth Advisors’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
2025
Q2 		– Sell
-14,699
Closed -$299K – 1456
2025
Q1 		$299K Buy
+14,699
New +$302K ﹤0.01% 914
2022
Q1 		– Sell
-2,996
Closed -$94K – 654
2021
Q4 		$94K Buy
+2,996
New +$101K ﹤0.01% 537

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EP Wealth Advisors's NLY Position: Q2 2025 in Review

EP Wealth Advisors sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 14,699 shares — an estimated $299K sold.

EP Wealth Advisors first reported a position in NLY in Q4 2021 and held it in 2 quarters. The position peaked at $299K in Q1 2025. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • EP Wealth Advisors reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 14,699 Annaly Capital Management shares in Q2 2025, an estimated $299K.
  • EP Wealth Advisors first reported a position in Annaly Capital Management in Q4 2021 and held it in 2 quarters.
  • EP Wealth Advisors's Annaly Capital Management position peaked at $299K in Q1 2025.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.