Jones Financial Companies
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Jones Financial Companies’s Annaly Capital Management NLY Stock Holding History

Jones Financial Companies’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 		$715K Buy
31,149
+8,203
+36% +$181K ﹤0.01% 2051
2026
Q1 		$477K Buy
22,946
+13,256
+137% +$302K ﹤0.01% 2070
2025
Q4 		$217K Buy
9,690
+4,017
+71% +$87.5K ﹤0.01% 1872
2025
Q3 		$119K Buy
5,673
+819
+17% +$17K ﹤0.01% 2008
2025
Q2 		$94.2K Buy
4,854
+1,953
+67% +$37.1K ﹤0.01% 1961
2025
Q1 		$59.9K Sell
2,901
-53
-2% -$1.09K ﹤0.01% 1988
2024
Q4 		$54K Buy
2,954
+2,366
+402% +$46.2K ﹤0.01% 1849
2024
Q3 		$12.1K Buy
588
+478
+435% +$9.57K ﹤0.01% 2152
2024
Q2 		$2.1K Buy
+110
New +$2.14K ﹤0.01% 2148
2023
Q1 		– Sell
-60
Closed -$1K – 707
2022
Q4 		$1K Buy
+60
New +$1.18K ﹤0.01% 683

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 $3.37T AUM 44.26% 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

Jones Financial Companies's NLY Position: Q2 2026 in Review

Jones Financial Companies increased its Annaly Capital Management (NLY) stake by 36% in Q2 2026, buying an estimated $181K and bringing the position to 31,149 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Jones Financial Companies first reported a position in NLY in Q4 2022 and has held it in 10 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Jones Financial Companies held 31,149 shares of Annaly Capital Management worth $715K as of Q2 2026.
  • Jones Financial Companies bought 8,203 Annaly Capital Management shares in Q2 2026, an estimated $181K.
  • Annaly Capital Management made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2051 holding.
  • Jones Financial Companies first reported a position in Annaly Capital Management in Q4 2022 and has held it in 10 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.