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JPL Wealth Management’s Annaly Capital Management NLY Stock Holding History

JPL Wealth Management’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 		$7.02K Buy
314
+50
+19% +$1.1K ﹤0.01% 685
2026
Q1 		$5.58K Buy
+264
New +$6.01K ﹤0.01% 667
2025
Q4 		– Sell
-264
Closed -$5.34K – 769
2025
Q3 		$5.34K Buy
+264
New +$5.47K ﹤0.01% 653

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

JPL Wealth Management's NLY Position: Q2 2026 in Review

JPL Wealth Management increased its Annaly Capital Management (NLY) stake by 19% in Q2 2026, buying an estimated $1.1K and bringing the position to 314 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

JPL Wealth Management first reported a position in NLY in Q3 2025 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • JPL Wealth Management held 314 shares of Annaly Capital Management worth $7.02K as of Q2 2026.
  • JPL Wealth Management bought 50 Annaly Capital Management shares in Q2 2026, an estimated $1.1K.
  • Annaly Capital Management made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #685 holding.
  • JPL Wealth Management first reported a position in Annaly Capital Management in Q3 2025 and has held it in 3 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.