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Independent Financial Group’s Annaly Capital Management NLY Stock Holding History

Independent Financial Group’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 		$2.01M Sell
89,907
-224,840
-71% -$4.96M 0.04% 453
2026
Q1 		$6.66M Buy
314,747
+14,311
+5% +$326K 0.15% 140
2025
Q4 		$6.72M Buy
300,436
+203,403
+210% +$4.43M 0.15% 129
2025
Q3 		$1.96M Sell
97,033
-84,927
-47% -$1.76M 0.05% 392
2025
Q2 		$3.42M Buy
181,960
+113,207
+165% +$2.15M 0.09% 209
2025
Q1 		$1.4M Buy
68,753
+30,229
+78% +$622K 0.05% 387
2024
Q4 		$705K Sell
38,524
-1,054
-3% -$20.6K 0.02% 587
2024
Q3 		$794K Sell
39,578
-4,539
-10% -$90.9K 0.03% 508
2024
Q2 		$841K Buy
44,117
+951
+2% +$18.5K 0.03% 449
2024
Q1 		$850K Buy
43,166
+2,993
+7% +$57.7K 0.04% 421
2023
Q4 		$778K Buy
40,173
+475
+1% +$8.47K 0.04% 428
2023
Q3 		$747K Sell
39,698
-1,593
-4% -$31.7K 0.05% 396
2023
Q2 		$826K Sell
41,291
-6,395
-13% -$124K 0.06% 359
2023
Q1 		$911K Buy
47,686
+11,557
+32% +$244K 0.07% 296
2022
Q4 		$762K Buy
36,129
+2,094
+6% +$41.2K 0.07% 317
2022
Q3 		$584K Buy
34,035
+3,411
+11% +$86K 0.05% 354
2022
Q2 		$724K Buy
30,624
+2,644
+9% +$68.5K 0.08% 291
2022
Q1 		$788K Sell
27,980
-46,910
-63% -$1.39M 0.06% 315
2021
Q4 		$2.34M Buy
74,890
+1,384
+2% +$46.5K 0.19% 113
2021
Q3 		$2.48M Buy
73,506
+7,215
+11% +$248K 0.25% 90
2021
Q2 		$2.35M Buy
66,291
+2,251
+4% +$81.7K 0.25% 92
2021
Q1 		$2.2M Buy
64,040
+3,964
+7% +$134K 0.28% 80
2020
Q4 		$2.03M Buy
60,076
+12,710
+27% +$393K 0.3% 77
2020
Q3 		$1.35M Sell
47,366
-440
-0.9% -$12.7K 0.25% 97
2020
Q2 		$1.25M Buy
47,806
+7,823
+20% +$193K 0.28% 87
2020
Q1 		$811K Buy
+39,983
New +$1.41M 0.24% 107

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

Independent Financial Group's NLY Position: Q2 2026 in Review

Independent Financial Group reduced its Annaly Capital Management (NLY) stake by 71% in Q2 2026, selling an estimated $4.96M and leaving 89,907 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #453.

Independent Financial Group first reported a position in NLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.72M in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Independent Financial Group held 89,907 shares of Annaly Capital Management worth $2.01M as of Q2 2026.
  • Independent Financial Group sold 224,840 Annaly Capital Management shares in Q2 2026, an estimated $4.96M.
  • Annaly Capital Management made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #453 holding.
  • Independent Financial Group first reported a position in Annaly Capital Management in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Annaly Capital Management position peaked at $6.72M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.