Focus Partners Wealth
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Focus Partners Wealth’s Annaly Capital Management NLY Stock Holding History

Focus Partners 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 		$2.29M Buy
100,914
+48,623
+93% +$1.07M ﹤0.01% 1299
2026
Q1 		$1.11M Sell
52,291
-16,612
-24% -$378K ﹤0.01% 1571
2025
Q4 		$1.5M Buy
68,903
+33,943
+97% +$739K ﹤0.01% 1453
2025
Q3 		$713K Buy
34,960
+12,093
+53% +$251K ﹤0.01% 1433
2025
Q2 		$431K Buy
22,867
+7,096
+45% +$135K ﹤0.01% 1521
2025
Q1 		$321K Sell
15,771
-2,377
-13% -$48.9K ﹤0.01% 1541
2024
Q4 		$333K Buy
18,148
+7,371
+68% +$144K ﹤0.01% 1507
2024
Q3 		$216K Sell
10,777
-806
-7% -$16.1K ﹤0.01% 1434
2024
Q2 		$221K Buy
11,583
+634
+6% +$12.3K ﹤0.01% 1139
2024
Q1 		$216K Buy
+10,949
New +$211K ﹤0.01% 917

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

Focus Partners Wealth's NLY Position: Q2 2026 in Review

Focus Partners Wealth increased its Annaly Capital Management (NLY) stake by 93% in Q2 2026, buying an estimated $1.07M and bringing the position to 100,914 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Focus Partners Wealth first reported a position in NLY in Q1 2024 and has held it in 10 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Focus Partners Wealth held 100,914 shares of Annaly Capital Management worth $2.29M as of Q2 2026.
  • Focus Partners Wealth bought 48,623 Annaly Capital Management shares in Q2 2026, an estimated $1.07M.
  • Annaly Capital Management made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1299 holding.
  • Focus Partners Wealth first reported a position in Annaly Capital Management in Q1 2024 and has held it in 10 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.