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Icon Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Icon 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 		$474K Buy
21,219
+3,500
+20% +$77.3K 0.03% 283
2026
Q1 		$399K Buy
+17,719
New +$404K 0.03% 281
2025
Q4 		– Sell
-5,060
Closed -$102K – 482
2025
Q3 		$102K Buy
+5,060
New +$105K 0.01% 507

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

Icon Wealth Advisors's NLY Position: Q2 2026 in Review

Icon Wealth Advisors increased its Annaly Capital Management (NLY) stake by 20% in Q2 2026, buying an estimated $77.3K and bringing the position to 21,219 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #283.

Icon Wealth Advisors first reported a position in NLY in Q3 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Icon Wealth Advisors held 21,219 shares of Annaly Capital Management worth $474K as of Q2 2026.
  • Icon Wealth Advisors bought 3,500 Annaly Capital Management shares in Q2 2026, an estimated $77.3K.
  • Annaly Capital Management made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • Icon Wealth Advisors first reported a position in Annaly Capital Management in Q3 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.