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

Jefferies 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	$1.89M	Buy	+84,746	New	+$1.87M	0.01%	712
2024 Q4	–	Sell	-11,804	Closed	-$237K	–	1751
2024 Q3	$237K	Buy	+11,804	New	+$236K	﹤0.01%	1184
2024 Q1	–	Sell	-64,620	Closed	-$1.25M	–	1888
2023 Q4	$1.25M	Buy	64,620 +31,620	+96%	+$564K	0.01%	873
2023 Q3	$621K	Buy	33,000 +21,214	+180%	+$422K	0.01%	992
2023 Q2	$236K	Sell	11,786 -21,889	-65%	-$425K	﹤0.01%	1383
2023 Q1	$644K	Buy	+33,675	New	+$710K	0.01%	1025

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group opened a new position in Annaly Capital Management (NLY) in Q2 2026: 84,746 shares worth $1.89M. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in NLY as recently as Q3 2024.

Jefferies Financial Group first reported a position in NLY in Q1 2023 and has held it in 6 quarters since. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Jefferies Financial Group held 84,746 shares of Annaly Capital Management worth $1.89M as of Q2 2026.
Annaly Capital Management was a new Jefferies Financial Group position in Q2 2026.
Annaly Capital Management made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #712 holding.
Jefferies Financial Group first reported a position in Annaly Capital Management in Q1 2023 and has held it in 6 quarters since.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.