Fortis Capital Advisors’s Annaly Capital Management NLY Stock Holding History

Fortis Capital 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	$237K	Sell	10,587 -2	-0%	-$44	0.03%	368
2026 Q1	$224K	Sell	10,589 -560	-5%	-$12.8K	0.03%	346
2025 Q4	$249K	Buy	11,149 +560	+5%	+$12.2K	0.04%	265
2025 Q3	$214K	Sell	10,589 -48	-0.5%	-$995	0.03%	258
2025 Q2	$200K	Buy	10,637 +50	+0.5%	+$951	0.04%	228
2025 Q1	$215K	Buy	+10,587	New	+$218K	0.04%	237
2023 Q2	–	Sell	-771	Closed	-$14.7K	–	440
2023 Q1	$14.7K	Hold	771	–	–	0.01%	427
2022 Q4	$16.3K	Buy	+771	New	+$15.2K	0.01%	431

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

Fortis Capital Advisors's NLY Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Annaly Capital Management (NLY) stake by 0.02% in Q2 2026, selling an estimated $44 and leaving 10,587 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #368.

Fortis Capital Advisors first reported a position in NLY in Q4 2022 and has held it in 8 quarters since. The position peaked at $249K in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Fortis Capital Advisors held 10,587 shares of Annaly Capital Management worth $237K as of Q2 2026.
Fortis Capital Advisors sold 2 Annaly Capital Management shares in Q2 2026, an estimated $44.
Annaly Capital Management made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #368 holding.
Fortis Capital Advisors first reported a position in Annaly Capital Management in Q4 2022 and has held it in 8 quarters since.
Fortis Capital Advisors's Annaly Capital Management position peaked at $249K in Q4 2025.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.