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J.W. Cole Advisors’s Annaly Capital Management NLY Stock Holding History

J.W. Cole 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 		$3.02M Buy
135,027
+7,238
+6% +$160K 0.05% 360
2026
Q1 		$2.7M Sell
127,789
-700
-0.5% -$15.9K 0.09% 197
2025
Q4 		$2.52M Sell
128,489
-7,230
-5% -$157K 0.06% 309
2025
Q3 		$2.74M Sell
135,719
-90
-0.1% -$1.87K 0.05% 349
2025
Q2 		$2.56M Buy
135,809
+13,388
+11% +$255K 0.05% 338
2025
Q1 		$2.49M Buy
122,421
+32,179
+36% +$662K 0.08% 264
2024
Q4 		$1.65M Buy
90,242
+19,008
+27% +$371K 0.07% 283
2024
Q3 		$1.43M Buy
71,234
+22,060
+45% +$442K 0.06% 311
2024
Q2 		$937K Buy
49,174
+14,957
+44% +$290K 0.04% 367
2024
Q1 		$673K Buy
34,217
+16,391
+92% +$316K 0.03% 441
2023
Q4 		$345K Buy
17,826
+4,924
+38% +$87.8K 0.02% 595
2023
Q3 		$243K Buy
+12,902
New +$256K 0.02% 625
2022
Q3 		– Sell
-6,712
Closed -$159K – 751
2022
Q2 		$159K Sell
6,712
-115
-2% -$2.98K 0.01% 688
2022
Q1 		$192K Sell
6,827
-7,919
-54% -$235K 0.01% 758
2021
Q4 		$461K Sell
14,746
-292
-2% -$9.81K 0.03% 498
2021
Q3 		$506K Buy
15,038
+442
+3% +$15.2K 0.04% 257
2021
Q2 		$518K Buy
14,596
+2,653
+22% +$96.3K 0.04% 422
2021
Q1 		$411K Sell
11,943
-1,397
-10% -$47.3K 0.04% 429
2020
Q4 		$451K Sell
13,340
-6,633
-33% -$205K 0.05% 366
2020
Q3 		$569K Buy
19,973
+8,176
+69% +$237K 0.04% 384
2020
Q2 		$310K Buy
+11,797
New +$291K 0.05% 256
2020
Q1 		– Sell
-31,152
Closed -$1.17M – 363
2019
Q4 		$1.17M Buy
+31,152
New +$1.14M 0.15% 165

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

J.W. Cole Advisors's NLY Position: Q2 2026 in Review

J.W. Cole Advisors increased its Annaly Capital Management (NLY) stake by 5.7% in Q2 2026, buying an estimated $160K and bringing the position to 135,027 shares worth $3.02M. The position accounts for 0.05% of the portfolio, ranked #360.

J.W. Cole Advisors first reported a position in NLY in Q4 2019 and has held it in 22 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • J.W. Cole Advisors held 135,027 shares of Annaly Capital Management worth $3.02M as of Q2 2026.
  • J.W. Cole Advisors bought 7,238 Annaly Capital Management shares in Q2 2026, an estimated $160K.
  • Annaly Capital Management made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #360 holding.
  • J.W. Cole Advisors first reported a position in Annaly Capital Management in Q4 2019 and has held it in 22 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.