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Fermata Advisors’s Annaly Capital Management NLY Stock Holding History

Fermata 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
2026
Q2 		$483K Buy
21,602
+665
+3% +$14.7K 0.1% 157
2026
Q1 		$443K Buy
20,937
+2,171
+12% +$49.4K 0.1% 148
2025
Q4 		$420K Sell
18,766
-724
-4% -$15.8K 0.1% 143
2025
Q3 		$394K Sell
19,490
-383
-2% -$7.94K 0.1% 142
2025
Q2 		$374K Buy
19,873
+3,702
+23% +$70.4K 0.1% 155
2025
Q1 		$328K Sell
16,171
-1,851
-10% -$38.1K 0.06% 209
2024
Q4 		$330K Buy
18,022
+563
+3% +$11K 0.06% 191
2024
Q3 		$350K Buy
17,459
+1,135
+7% +$22.7K 0.07% 163
2024
Q2 		$311K Buy
+16,324
New +$317K 0.07% 158

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

Fermata Advisors's NLY Position: Q2 2026 in Review

Fermata Advisors increased its Annaly Capital Management (NLY) stake by 3.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 21,602 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #157.

Fermata Advisors first reported a position in NLY in Q2 2024 and has held it in 9 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Fermata Advisors held 21,602 shares of Annaly Capital Management worth $483K as of Q2 2026.
  • Fermata Advisors bought 665 Annaly Capital Management shares in Q2 2026, an estimated $14.7K.
  • Annaly Capital Management made up 0.1% of Fermata Advisors's portfolio in Q2 2026, its #157 holding.
  • Fermata Advisors first reported a position in Annaly Capital Management in Q2 2024 and has held it in 9 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.