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FWL Investment Management’s Annaly Capital Management NLY Stock Holding History

FWL Investment Management’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 		$1.11M Buy
49,794
+16,964
+52% +$375K 0.2% 62
2026
Q1 		$694K Sell
32,830
-5,789
-15% -$132K 0.15% 65
2025
Q4 		$864K Buy
38,619
+683
+2% +$14.9K 0.21% 59
2025
Q3 		$767K Hold
37,936
– – 0.2% 58
2025
Q2 		$714K Buy
37,936
+7,950
+27% +$151K 0.22% 58
2025
Q1 		$609K Buy
29,986
+4,407
+17% +$90.7K 0.23% 54
2024
Q4 		$468K Buy
25,579
+17,729
+226% +$346K 0.17% 62
2024
Q3 		$158K Sell
7,850
-55
-0.7% -$1.1K 0.06% 79
2024
Q2 		$151K Sell
7,905
-62,691
-89% -$1.22M 0.08% 55
2024
Q1 		$1.39M Sell
70,596
-372,874
-84% -$7.19M 0.77% 32
2023
Q4 		$8.59M Sell
443,470
-37,772
-8% -$674K 5% 4
2023
Q3 		$9.05M Buy
481,242
+87,714
+22% +$1.74M 6.08% 4
2023
Q2 		$7.87M Buy
393,528
+35,202
+10% +$684K 5.37% 6
2023
Q1 		$6.85M Buy
358,326
+234,436
+189% +$4.95M 5.05% 7
2022
Q4 		$2.61M Buy
+123,890
New +$2.44M 1.98% 19

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

FWL Investment Management's NLY Position: Q2 2026 in Review

FWL Investment Management increased its Annaly Capital Management (NLY) stake by 52% in Q2 2026, buying an estimated $375K and bringing the position to 49,794 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #62.

FWL Investment Management first reported a position in NLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.05M in Q3 2023. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • FWL Investment Management held 49,794 shares of Annaly Capital Management worth $1.11M as of Q2 2026.
  • FWL Investment Management bought 16,964 Annaly Capital Management shares in Q2 2026, an estimated $375K.
  • Annaly Capital Management made up 0.2% of FWL Investment Management's portfolio in Q2 2026, its #62 holding.
  • FWL Investment Management first reported a position in Annaly Capital Management in Q4 2022 and has held it in 15 quarters since.
  • FWL Investment Management's Annaly Capital Management position peaked at $9.05M in Q3 2023.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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