Estate Counselors’s Annaly Capital Management NLY Stock Holding History

Estate Counselors’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	$2.4M	Buy	107,532 +17,587	+20%	+$388K	0.21%	41
2026 Q1	$1.9M	Buy	+89,945	New	+$2.05M	0.17%	46
2022 Q4	–	Sell	-49,518	Closed	-$849K	–	176
2022 Q3	$849K	Sell	49,518 -2	-0%	-$50	0.13%	94
2022 Q2	$1.17M	Buy	+49,520	New	+$1.28M	0.17%	68

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Estate Counselors's NLY Position: Q2 2026 in Review

Estate Counselors increased its Annaly Capital Management (NLY) stake by 20% in Q2 2026, buying an estimated $388K and bringing the position to 107,532 shares worth $2.4M. The position accounts for 0.21% of the portfolio, ranked #41.

Estate Counselors first reported a position in NLY in Q2 2022 and has held it in 4 quarters since. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Estate Counselors held 107,532 shares of Annaly Capital Management worth $2.4M as of Q2 2026.
Estate Counselors bought 17,587 Annaly Capital Management shares in Q2 2026, an estimated $388K.
Annaly Capital Management made up 0.21% of Estate Counselors's portfolio in Q2 2026, its #41 holding.
Estate Counselors first reported a position in Annaly Capital Management in Q2 2022 and has held it in 4 quarters since.
790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.