First United Bank & Trust’s Annaly Capital Management NLY Stock Holding History

First United Bank & Trust’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	$32.2K	Hold	1,440	–	–	0.01%	272
2026 Q1	$30.5K	Hold	1,440	–	–	0.01%	271
2025 Q4	$32.2K	Hold	1,440	–	–	0.01%	267
2025 Q3	$29.1K	Hold	1,440	–	–	0.01%	265
2025 Q2	$27.1K	Hold	1,440	–	–	0.01%	262
2025 Q1	$29.2K	Hold	1,440	–	–	0.01%	258
2024 Q4	$26.4K	Hold	1,440	–	–	0.01%	265
2024 Q3	$28.9K	Sell	1,440 -287	-17%	-$5.75K	0.01%	256
2024 Q2	$32.9K	Hold	1,727	–	–	0.01%	256
2024 Q1	$34K	Hold	1,727	–	–	0.01%	268
2023 Q4	$33.5K	Buy	+1,727	New	+$30.8K	0.01%	266

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

First United Bank & Trust's NLY Position: Q2 2026 in Review

First United Bank & Trust held its Annaly Capital Management (NLY) position steady in Q2 2026 at 1,440 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #272.

First United Bank & Trust first reported a position in NLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $34K in Q1 2024. 206 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

First United Bank & Trust held 1,440 shares of Annaly Capital Management worth $32.2K as of Q2 2026.
First United Bank & Trust left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #272 holding.
First United Bank & Trust first reported a position in Annaly Capital Management in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's Annaly Capital Management position peaked at $34K in Q1 2024.
206 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.