Foundations Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Foundations Investment 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	$316K	Buy	14,150 +1,058	+8%	+$23.4K	﹤0.01%	945
2026 Q1	$277K	Sell	13,092 -3,800	-22%	-$86.5K	﹤0.01%	942
2025 Q4	$378K	Buy	16,892 +4,434	+36%	+$96.5K	0.01%	810
2025 Q3	$252K	Buy	12,458 +353	+3%	+$7.32K	﹤0.01%	921
2025 Q2	$228K	Sell	12,105 -593	-5%	-$11.3K	﹤0.01%	840
2025 Q1	$258K	Sell	12,698 -9,594	-43%	-$197K	﹤0.01%	760
2024 Q4	$408K	Buy	+22,292	New	+$435K	0.01%	587

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

Foundations Investment Advisors's NLY Position: Q2 2026 in Review

Foundations Investment Advisors increased its Annaly Capital Management (NLY) stake by 8.1% in Q2 2026, buying an estimated $23.4K and bringing the position to 14,150 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Foundations Investment Advisors first reported a position in NLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $408K in Q4 2024. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Foundations Investment Advisors held 14,150 shares of Annaly Capital Management worth $316K as of Q2 2026.
Foundations Investment Advisors bought 1,058 Annaly Capital Management shares in Q2 2026, an estimated $23.4K.
Annaly Capital Management made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #945 holding.
Foundations Investment Advisors first reported a position in Annaly Capital Management in Q4 2024 and has held it in 7 quarters since.
Foundations Investment Advisors's Annaly Capital Management position peaked at $408K in Q4 2024.
787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.