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HUB Investment Partners’s Annaly Capital Management NLY Stock Holding History

HUB Investment Partners’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 		$328K Buy
14,668
+462
+3% +$10.2K 0.01% 947
2026
Q1 		$300K Sell
14,206
-16,231
-53% -$370K 0.01% 809
2025
Q4 		$681K Buy
+30,437
New +$663K 0.02% 394
2025
Q3 		– Sell
-35,607
Closed -$670K – 917
2025
Q2 		$670K Buy
35,607
+5,879
+20% +$112K 0.02% 322
2025
Q1 		$604K Buy
29,728
+36
+0.1% +$741 0.02% 304
2024
Q4 		$543K Sell
29,692
-4,200
-12% -$82K 0.02% 305
2024
Q3 		$680K Sell
33,892
-2,092
-6% -$41.9K 0.03% 251
2024
Q2 		$686K Buy
35,984
+1,674
+5% +$32.5K 0.03% 237
2024
Q1 		$676K Buy
34,310
+461
+1% +$8.89K 0.04% 232
2023
Q4 		$656K Buy
+33,849
New +$604K 0.04% 204
2022
Q3 		– Sell
-7,139
Closed -$169K – 187
2022
Q2 		$169K Buy
7,139
+55
+0.8% +$1.43K 0.05% 162
2022
Q1 		$199K Sell
7,084
-740
-9% -$22K 0.05% 176
2021
Q4 		$245K Buy
7,824
+737
+10% +$24.8K 0.06% 170
2021
Q3 		$239K Buy
7,087
+232
+3% +$7.99K 0.06% 194
2021
Q2 		$243K Buy
6,855
+470
+7% +$17.1K 0.06% 184
2021
Q1 		$220K Sell
6,385
-158
-2% -$5.35K 0.06% 201
2020
Q4 		$186K Buy
+6,543
New +$202K 0.08% 153

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

HUB Investment Partners's NLY Position: Q2 2026 in Review

HUB Investment Partners increased its Annaly Capital Management (NLY) stake by 3.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 14,668 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #947.

HUB Investment Partners first reported a position in NLY in Q4 2020 and has held it in 17 quarters since. The position peaked at $686K in Q2 2024. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • HUB Investment Partners held 14,668 shares of Annaly Capital Management worth $328K as of Q2 2026.
  • HUB Investment Partners bought 462 Annaly Capital Management shares in Q2 2026, an estimated $10.2K.
  • Annaly Capital Management made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #947 holding.
  • HUB Investment Partners first reported a position in Annaly Capital Management in Q4 2020 and has held it in 17 quarters since.
  • HUB Investment Partners's Annaly Capital Management position peaked at $686K in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.