JNBA Financial Advisors’s Annaly Capital Management NLY Stock Holding History

JNBA Financial 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	$9.77K	Hold	437	–	–	﹤0.01%	517
2026 Q1	$9.24K	Hold	437	–	–	﹤0.01%	505
2025 Q4	$9.77K	Hold	437	–	–	﹤0.01%	492
2025 Q3	$8.83K	Sell	437 -272	-38%	-$5.64K	﹤0.01%	491
2025 Q2	$13.3K	Hold	709	–	–	﹤0.01%	434
2025 Q1	$14.4K	Hold	709	–	–	﹤0.01%	420
2024 Q4	$13K	Hold	709	–	–	﹤0.01%	431
2024 Q3	$14.2K	Hold	709	–	–	﹤0.01%	421
2024 Q2	$13.5K	Hold	709	–	–	﹤0.01%	427
2024 Q1	$14K	Hold	709	–	–	﹤0.01%	432
2023 Q4	$13.7K	Hold	709	–	–	﹤0.01%	434
2023 Q3	$13.3K	Hold	709	–	–	﹤0.01%	433
2023 Q2	$14.2K	Sell	709 -20	-3%	-$389	﹤0.01%	426
2023 Q1	$13.9K	Buy	729 +20	+3%	+$422	﹤0.01%	436
2022 Q4	$14.9K	Hold	709	–	–	﹤0.01%	407
2022 Q3	$12K	Sell	709 -1	-0.1%	-$25	﹤0.01%	441
2022 Q2	$17K	Hold	710	–	–	﹤0.01%	416
2022 Q1	$20K	Hold	710	–	–	﹤0.01%	405
2021 Q4	$22K	Hold	710	–	–	﹤0.01%	404
2021 Q3	$24K	Hold	710	–	–	﹤0.01%	390
2021 Q2	$25K	Hold	710	–	–	﹤0.01%	372
2021 Q1	$24K	Hold	710	–	–	﹤0.01%	367
2020 Q4	$24K	Hold	710	–	–	﹤0.01%	344
2020 Q3	$20K	Hold	710	–	–	﹤0.01%	344
2020 Q2	$19K	Hold	710	–	–	﹤0.01%	334
2020 Q1	$14K	Hold	710	–	–	﹤0.01%	353
2019 Q4	$27K	Hold	710	–	–	0.01%	317
2019 Q3	$25K	Sell	710 -103	-13%	-$3.71K	0.01%	306
2019 Q2	$30K	Hold	813	–	–	0.01%	293
2019 Q1	$32K	Hold	813	–	–	0.01%	278
2018 Q4	$32K	Sell	813 -187	-19%	-$7.48K	0.01%	254
2018 Q3	$41K	Buy	1,000 +187	+23%	+$7.83K	0.02%	241
2018 Q2	$33K	Hold	813	–	–	0.01%	271
2018 Q1	$34K	Hold	813	–	–	0.01%	263
2017 Q4	$39K	Hold	813	–	–	0.01%	246
2017 Q3	$40K	Hold	813	–	–	0.01%	231
2017 Q2	$39K	Hold	813	–	–	0.01%	227
2017 Q1	$36K	Sell	813 -983	-55%	-$41.8K	0.01%	234
2016 Q4	$72K	Buy	1,796 +1,394	+347%	+$56.7K	0.02%	180
2016 Q3	$17K	Sell	402 -1,516	-79%	-$65.7K	﹤0.01%	870
2016 Q2	$85K	Hold	1,918	–	–	0.02%	167
2016 Q1	$79K	Hold	1,918	–	–	0.03%	161
2015 Q4	$72K	Sell	1,918 -129	-6%	-$5.03K	0.03%	165
2015 Q3	$81K	Sell	2,047 -294	-13%	-$11.8K	0.03%	149
2015 Q2	$86K	Buy	2,341 +1	+0%	+$40	0.03%	145
2015 Q1	$97K	Sell	2,340 -686	-23%	-$29.2K	0.04%	135
2014 Q4	$131K	Buy	3,026 +376	+14%	+$17K	0.05%	114
2014 Q3	$113K	Buy	2,650 +2	+0.1%	+$91	0.05%	123
2014 Q2	$121K	Buy	2,648 +1	+0%	+$46	0.06%	113
2014 Q1	$116K	Buy	2,647 +626	+31%	+$27.1K	0.06%	108
2013 Q4	$81K	Sell	2,021 -1,317	-39%	-$57.2K	0.04%	137
2013 Q3	$155K	Sell	3,338 -239	-7%	-$11.2K	0.1%	92
2013 Q2	$180K	Buy	+3,577	New	+$209K	0.12%	85

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

JNBA Financial Advisors's NLY Position: Q2 2026 in Review

JNBA Financial Advisors held its Annaly Capital Management (NLY) position steady in Q2 2026 at 437 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

JNBA Financial Advisors first reported a position in NLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $180K in Q2 2013. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

JNBA Financial Advisors held 437 shares of Annaly Capital Management worth $9.77K as of Q2 2026.
JNBA Financial Advisors left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #517 holding.
JNBA Financial Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Annaly Capital Management position peaked at $180K in Q2 2013.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.