Fiduciary Alliance’s Annaly Capital Management NLY Stock Holding History

Fiduciary Alliance’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	$641K	Buy	28,684 +264	+0.9%	+$5.83K	0.04%	325
2026 Q1	$643K	Buy	28,420 +729	+3%	+$16.6K	0.04%	335
2025 Q4	$619K	Buy	27,691 +245	+0.9%	+$5.33K	0.04%	311
2025 Q3	$555K	Sell	27,446 -1,025	-4%	-$21.3K	0.04%	327
2025 Q2	$536K	Buy	+28,471	New	+$541K	0.04%	317
2023 Q3	–	Sell	-93	Closed	-$1.86K	–	660
2023 Q2	$1.86K	Buy	+93	New	+$1.81K	﹤0.01%	808
2023 Q1	–	Sell	-93	Closed	-$1.96K	–	599
2022 Q4	$1.96K	Buy	+93	New	+$1.83K	﹤0.01%	702

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

Fiduciary Alliance's NLY Position: Q2 2026 in Review

Fiduciary Alliance increased its Annaly Capital Management (NLY) stake by 0.93% in Q2 2026, buying an estimated $5.83K and bringing the position to 28,684 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #325.

Fiduciary Alliance first reported a position in NLY in Q4 2022 and has held it in 7 quarters since. The position peaked at $643K in Q1 2026. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Fiduciary Alliance held 28,684 shares of Annaly Capital Management worth $641K as of Q2 2026.
Fiduciary Alliance bought 264 Annaly Capital Management shares in Q2 2026, an estimated $5.83K.
Annaly Capital Management made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #325 holding.
Fiduciary Alliance first reported a position in Annaly Capital Management in Q4 2022 and has held it in 7 quarters since.
Fiduciary Alliance's Annaly Capital Management position peaked at $643K in Q1 2026.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.