Golden State Wealth Management’s Annaly Capital Management NLY Stock Holding History

Golden State Wealth 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	$154K	Hold	6,907	–	–	0.01%	464
2026 Q1	$146K	Buy	6,907 +1,500	+28%	+$34.2K	0.02%	429
2025 Q4	$121K	Hold	5,407	–	–	0.01%	479
2025 Q3	$109K	Hold	5,407	–	–	0.01%	485
2025 Q2	$102K	Buy	5,407 +5,282	+4,226%	+$100K	0.01%	476
2025 Q1	$2.54K	Hold	125	–	–	﹤0.01%	1282
2024 Q4	$2.29K	Buy	+125	New	+$2.44K	﹤0.01%	1236
2020 Q4	–	Sell	-1,690	Closed	-$48K	–	358
2020 Q3	$48K	Buy	+1,690	New	+$48.9K	0.02%	334
2020 Q2	–	Sell	-2,292	Closed	-$46K	–	652
2020 Q1	$46K	Buy	+2,292	New	+$80.6K	0.02%	372
2019 Q4	–	Sell	-1,027	Closed	-$36K	–	630
2019 Q3	$36K	Hold	1,027	–	–	0.01%	502
2019 Q2	$37K	Hold	1,027	–	–	0.01%	514
2019 Q1	$41K	Buy	+1,027	New	+$41.9K	0.01%	498

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

Golden State Wealth Management's NLY Position: Q2 2026 in Review

Golden State Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 6,907 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #464.

Golden State Wealth Management first reported a position in NLY in Q1 2019 and has held it in 12 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Golden State Wealth Management held 6,907 shares of Annaly Capital Management worth $154K as of Q2 2026.
Golden State Wealth Management left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #464 holding.
Golden State Wealth Management first reported a position in Annaly Capital Management in Q1 2019 and has held it in 12 quarters since.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.