Frank Rimerman Advisors’s Annaly Capital Management NLY Stock Holding History

Frank Rimerman 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	$587K	Sell	26,269 -8,762	-25%	-$193K	0.03%	374
2026 Q1	$741K	Buy	35,031 +34	+0.1%	+$774	0.05%	300
2025 Q4	$783K	Buy	34,997 +10,060	+40%	+$219K	0.05%	284
2025 Q3	$504K	Buy	24,937 +9,374	+60%	+$194K	0.03%	371
2025 Q2	$293K	Sell	15,563 -7,213	-32%	-$137K	0.02%	460
2025 Q1	$463K	Buy	22,776 +12,765	+128%	+$263K	0.04%	325
2024 Q4	$183K	Sell	10,011 -4,713	-32%	-$92.1K	0.01%	509
2024 Q3	$296K	Sell	14,724 -10,350	-41%	-$207K	0.02%	426
2024 Q2	$478K	Buy	+25,074	New	+$487K	0.03%	349

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

Frank Rimerman Advisors's NLY Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Annaly Capital Management (NLY) stake by 25% in Q2 2026, selling an estimated $193K and leaving 26,269 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #374.

Frank Rimerman Advisors first reported a position in NLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $783K in Q4 2025. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Frank Rimerman Advisors held 26,269 shares of Annaly Capital Management worth $587K as of Q2 2026.
Frank Rimerman Advisors sold 8,762 Annaly Capital Management shares in Q2 2026, an estimated $193K.
Annaly Capital Management made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #374 holding.
Frank Rimerman Advisors first reported a position in Annaly Capital Management in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's Annaly Capital Management position peaked at $783K in Q4 2025.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.