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Heritage Oak Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Heritage Oak Wealth 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 		$242K Buy
10,477
+8
+0.1% +$177 0.07% 88
2026
Q1 		$229K Buy
+10,469
New +$238K 0.07% 66

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Heritage Oak Wealth Advisors's NLY Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Annaly Capital Management (NLY) stake by 0.08% in Q2 2026, buying an estimated $177 and bringing the position to 10,477 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #88.

Heritage Oak Wealth Advisors first reported a position in NLY in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Heritage Oak Wealth Advisors held 10,477 shares of Annaly Capital Management worth $242K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 8 Annaly Capital Management shares in Q2 2026, an estimated $177.
  • Annaly Capital Management made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Heritage Oak Wealth Advisors first reported a position in Annaly Capital Management in Q1 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.