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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
2023
Q3 		– Sell
-40,000
Closed -$800K – 1863
2023
Q2 		$800K Hold
40,000
– – 0.01% 1009
2023
Q1 		$764K Buy
+40,000
New +$844K 0.01% 980

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 $3.38T AUM 44.17% 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

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.