FDW
NLY icon

Fourth Dimension Wealth’s Annaly Capital Management NLY Stock Holding History

Fourth Dimension 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 		$48.1K Buy
2,150
+500
+30% +$11K 0.02% 272
2026
Q1 		$34.9K Buy
1,650
+500
+43% +$11.4K 0.01% 266
2025
Q4 		$25.7K Buy
1,150
+500
+77% +$10.9K 0.01% 303
2025
Q3 		$13.1K Hold
650
– – 0.01% 385
2025
Q2 		$12.2K Buy
650
+500
+333% +$9.51K 0.01% 395
2025
Q1 		$3.05K Sell
150
-2,000
-93% -$41.2K ﹤0.01% 527
2024
Q4 		$39.3K Buy
+2,150
New +$42K 0.02% 251

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

Fourth Dimension Wealth's NLY Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Annaly Capital Management (NLY) stake by 30% in Q2 2026, buying an estimated $11K and bringing the position to 2,150 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #272.

Fourth Dimension Wealth first reported a position in NLY in Q4 2024 and has held it in 7 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Fourth Dimension Wealth held 2,150 shares of Annaly Capital Management worth $48.1K as of Q2 2026.
  • Fourth Dimension Wealth bought 500 Annaly Capital Management shares in Q2 2026, an estimated $11K.
  • Annaly Capital Management made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #272 holding.
  • Fourth Dimension Wealth first reported a position in Annaly Capital Management in Q4 2024 and has held it in 7 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.