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Evoke Wealth’s Annaly Capital Management NLY Stock Holding History

Evoke Wealth’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 		– Sell
-92,734
Closed -$2.03M – 430
2026
Q1 		$2.03M Sell
92,734
-6,089
-6% -$139K 0.04% 175
2025
Q4 		$2.28M Buy
98,823
+1,473
+2% +$32.1K 0.04% 167
2025
Q3 		$2.04M Sell
97,350
-87
-0.1% -$1.8K 0.04% 164
2025
Q2 		$1.9M Buy
97,437
+721
+0.7% +$13.7K 0.04% 156
2025
Q1 		$2.03M Buy
96,716
+181
+0.2% +$3.73K 0.05% 133
2024
Q4 		$1.83M Sell
96,535
-89,352
-48% -$1.75M 0.05% 133
2024
Q3 		$3.85M Buy
+185,887
New +$3.72M 0.1% 84
2024
Q2 		– Sell
-153,278
Closed -$3.12M – 297
2024
Q1 		$3.12M Buy
+153,278
New +$2.96M 0.09% 92
2023
Q4 		– Sell
-152,418
Closed -$2.97M – 266
2023
Q3 		$2.97M Sell
152,418
-541
-0.4% -$10.8K 0.1% 94
2023
Q2 		$3.16M Buy
152,959
+7,651
+5% +$149K 0.11% 86
2023
Q1 		$2.89M Sell
145,308
-27,794
-16% -$586K 0.11% 95
2022
Q4 		$3.65M Buy
173,102
+9,055
+6% +$178K 0.13% 85
2022
Q3 		$2.81M Buy
164,047
+2,084
+1% +$52.5K 0.11% 87
2022
Q2 		$3.97M Buy
161,963
+80,924
+100% +$2.1M 0.15% 76
2022
Q1 		$2.35M Buy
81,039
+238
+0.3% +$7.07K 0.08% 108
2021
Q4 		$2.6M Sell
80,801
-1,658
-2% -$55.7K 0.08% 108
2021
Q3 		$2.85M Buy
82,459
+6,291
+8% +$217K 0.11% 99
2021
Q2 		$2.77M Buy
76,168
+8,618
+13% +$313K 0.11% 104
2021
Q1 		$2.38M Sell
67,550
-14,784
-18% -$501K 0.11% 104
2020
Q4 		$2.85M Buy
82,334
+4,802
+6% +$149K 0.19% 35
2020
Q3 		$2.28M Buy
77,532
+34,336
+79% +$994K 0.18% 44
2020
Q2 		$1.17M Sell
43,196
-3,463
-7% -$85.5K 0.11% 54
2020
Q1 		$993K Sell
46,659
-252
-0.5% -$8.86K 0.14% 49
2019
Q4 		$1.81M Sell
46,911
-10,800
-19% -$394K 0.23% 42
2019
Q3 		$2.09M Buy
+57,711
New +$2.08M 0.26% 53

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

Evoke Wealth's NLY Position: Q2 2026 in Review

Evoke Wealth sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 92,734 shares — an estimated $2.03M sold.

Evoke Wealth first reported a position in NLY in Q3 2019 and held it in 25 quarters. The position peaked at $3.97M in Q2 2022. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Evoke Wealth reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 92,734 Annaly Capital Management shares in Q2 2026, an estimated $2.03M.
  • Evoke Wealth first reported a position in Annaly Capital Management in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Annaly Capital Management position peaked at $3.97M in Q2 2022.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.