JBR Co Financial Management’s Annaly Capital Management NLY Stock Holding History

JBR Co Financial Management’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	$378K	Buy	16,905 +7,154	+73%	+$158K	0.14%	103
2026 Q1	$218K	Hold	9,751	–	–	0.09%	117
2025 Q4	$218K	Buy	+9,751	New	+$212K	0.09%	117

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JBR Co Financial Management's NLY Position: Q2 2026 in Review

JBR Co Financial Management increased its Annaly Capital Management (NLY) stake by 73% in Q2 2026, buying an estimated $158K and bringing the position to 16,905 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #103.

JBR Co Financial Management first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

JBR Co Financial Management held 16,905 shares of Annaly Capital Management worth $378K as of Q2 2026.
JBR Co Financial Management bought 7,154 Annaly Capital Management shares in Q2 2026, an estimated $158K.
Annaly Capital Management made up 0.14% of JBR Co Financial Management's portfolio in Q2 2026, its #103 holding.
JBR Co Financial Management first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
298 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.