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Fortem Financial Group’s Annaly Capital Management NLY Stock Holding History

Fortem Financial Group’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 		$4.4M Buy
196,669
+2,818
+1% +$62.2K 0.9% 35
2026
Q1 		$4.1M Buy
193,851
+31,912
+20% +$727K 1.03% 30
2025
Q4 		$3.62M Buy
161,939
+768
+0.5% +$16.7K 0.97% 28
2025
Q3 		$3.26M Sell
161,171
-91
-0.1% -$1.89K 0.94% 29
2025
Q2 		$3.03M Buy
161,262
+18,533
+13% +$352K 0.98% 27
2025
Q1 		$2.9M Buy
142,729
+14,323
+11% +$295K 1.13% 23
2024
Q4 		$2.35M Buy
128,406
+3,304
+3% +$64.5K 0.91% 28
2024
Q3 		$2.51M Buy
125,102
+2,439
+2% +$48.9K 1.02% 26
2024
Q2 		$2.34M Buy
122,663
+816
+0.7% +$15.8K 1.01% 26
2024
Q1 		$2.4M Buy
121,847
+6,878
+6% +$133K 1.05% 24
2023
Q4 		$2.23M Buy
114,969
+6,180
+6% +$110K 1.11% 23
2023
Q3 		$2.05M Sell
108,789
-1,098
-1% -$21.8K 1.2% 19
2023
Q2 		$2.2M Buy
109,887
+17,703
+19% +$344K 1.3% 19
2023
Q1 		$1.76M Buy
92,184
+37,467
+68% +$790K 1.15% 25
2022
Q4 		$1.15M Buy
54,717
+9,609
+21% +$189K 0.68% 44
2022
Q3 		$774K Buy
45,108
+9,937
+28% +$250K 0.54% 70
2022
Q2 		$831K Buy
+35,171
New +$911K 0.54% 61

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

Fortem Financial Group's NLY Position: Q2 2026 in Review

Fortem Financial Group increased its Annaly Capital Management (NLY) stake by 1.5% in Q2 2026, buying an estimated $62.2K and bringing the position to 196,669 shares worth $4.4M. The position accounts for 0.9% of the portfolio, ranked #35.

Fortem Financial Group first reported a position in NLY in Q2 2022 and has held it in 17 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Fortem Financial Group held 196,669 shares of Annaly Capital Management worth $4.4M as of Q2 2026.
  • Fortem Financial Group bought 2,818 Annaly Capital Management shares in Q2 2026, an estimated $62.2K.
  • Annaly Capital Management made up 0.9% of Fortem Financial Group's portfolio in Q2 2026, its #35 holding.
  • Fortem Financial Group first reported a position in Annaly Capital Management in Q2 2022 and has held it in 17 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.