JFS Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

JFS Wealth 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	$278	Buy	+12	New	+$265	﹤0.01%	2079
2023 Q4	–	Sell	-1,125	Closed	-$21.2K	–	2027
2023 Q3	$21.2K	Hold	1,125	–	–	﹤0.01%	534
2023 Q2	$22.5K	Hold	1,125	–	–	﹤0.01%	519
2023 Q1	$21.5K	Hold	1,125	–	–	﹤0.01%	521
2022 Q4	$23.7K	Hold	1,125	–	–	﹤0.01%	493
2022 Q3	$19K	Hold	1,125	–	–	﹤0.01%	584
2022 Q2	$27K	Buy	+1,125	New	+$29.1K	﹤0.01%	530
2015 Q2	–	Sell	-426	Closed	-$18K	–	516
2015 Q1	$18K	Buy	426 +12	+3%	+$510	0.01%	297
2014 Q4	$18K	Buy	414 +132	+47%	+$5.97K	﹤0.01%	300
2014 Q3	$12K	Buy	282 +8	+3%	+$366	﹤0.01%	323
2014 Q2	$13K	Buy	+274	New	+$12.6K	﹤0.01%	306
2013 Q4	–	Sell	-5,130	Closed	-$238K	–	136
2013 Q3	$238K	Buy	+5,130	New	+$241K	0.11%	109

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's NLY Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Annaly Capital Management (NLY) in Q2 2026: 12 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #2079 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in NLY as recently as Q3 2023.

JFS Wealth Advisors first reported a position in NLY in Q3 2013 and has held it in 12 quarters since. The position peaked at $238K in Q3 2013. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

JFS Wealth Advisors held 12 shares of Annaly Capital Management worth $278 as of Q2 2026.
Annaly Capital Management was a new JFS Wealth Advisors position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2079 holding.
JFS Wealth Advisors first reported a position in Annaly Capital Management in Q3 2013 and has held it in 12 quarters since.
JFS Wealth Advisors's Annaly Capital Management position peaked at $238K in Q3 2013.
787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.