IEQ Capital’s Annaly Capital Management NLY Stock Holding History

IEQ Capital’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	$677K	Buy	30,286 +6,324	+26%	+$140K	﹤0.01%	1271
2026 Q1	$507K	Sell	23,962 -128,698	-84%	-$2.93M	﹤0.01%	1300
2025 Q4	$3.41M	Buy	152,660 +130,880	+601%	+$2.85M	0.01%	631
2025 Q3	$440K	Buy	21,780 +11,182	+106%	+$232K	﹤0.01%	1363
2025 Q2	$199K	Buy	10,598 +366	+4%	+$6.96K	﹤0.01%	1610
2025 Q1	$215K	Buy	+10,232	New	+$211K	﹤0.01%	1345
2022 Q2	–	Sell	-3,089	Closed	-$87K	–	832
2022 Q1	$87K	Buy	+3,089	New	+$91.8K	﹤0.01%	792
2020 Q1	–	Sell	-5,906	Closed	-$223K	–	411
2019 Q4	$223K	Buy	+5,906	New	+$215K	0.02%	365

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

IEQ Capital's NLY Position: Q2 2026 in Review

IEQ Capital increased its Annaly Capital Management (NLY) stake by 26% in Q2 2026, buying an estimated $140K and bringing the position to 30,286 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

IEQ Capital first reported a position in NLY in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.41M in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

IEQ Capital held 30,286 shares of Annaly Capital Management worth $677K as of Q2 2026.
IEQ Capital bought 6,324 Annaly Capital Management shares in Q2 2026, an estimated $140K.
Annaly Capital Management made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1271 holding.
IEQ Capital first reported a position in Annaly Capital Management in Q4 2019 and has held it in 8 quarters since.
IEQ Capital's Annaly Capital Management position peaked at $3.41M in Q4 2025.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.