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

Jupiter 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	$408K	Hold	18,237	–	–	0.16%	74
2026 Q1	$404K	Buy	18,237 +541	+3%	+$12.3K	0.16%	72
2025 Q4	$406K	Buy	17,696 +1,075	+6%	+$23.4K	0.18%	64
2025 Q3	$336K	Hold	16,621	–	–	0.16%	71
2025 Q2	$347K	Buy	16,621 +551	+3%	+$10.5K	0.18%	68
2025 Q1	$318K	Buy	16,070 +1,035	+7%	+$21.3K	0.19%	58
2024 Q4	$275K	Buy	15,035 +492	+3%	+$9.61K	0.14%	77
2024 Q3	$292K	Hold	14,543	–	–	0.15%	73
2024 Q2	$290K	Buy	14,543 +456	+3%	+$8.85K	0.15%	74
2024 Q1	$277K	Buy	14,087 +911	+7%	+$17.6K	0.15%	75
2023 Q4	$255K	Hold	13,176	–	–	0.15%	75
2023 Q3	$224K	Buy	13,176 +926	+8%	+$18.4K	0.15%	75
2023 Q2	$245K	Buy	12,250 +2,183	+22%	+$42.4K	0.21%	59
2023 Q1	$192K	Buy	10,067 +363	+4%	+$7.66K	0.18%	58
2022 Q4	$204K	Buy	9,704 +1,789	+23%	+$35.2K	0.2%	50
2022 Q3	$135K	Buy	7,915 +1,745	+28%	+$44K	0.14%	59
2022 Q2	$145K	Buy	6,170 +1,200	+24%	+$31.1K	0.13%	59
2022 Q1	$139K	Buy	4,970 +1,759	+55%	+$52.3K	0.09%	79
2021 Q4	$100K	Buy	+3,211	New	+$108K	0.05%	87

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

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

Jupiter Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 18,237 shares worth $408K. The position accounts for 0.16% of the portfolio, ranked #74.

Jupiter Wealth Management first reported a position in NLY in Q4 2021 and has held it in 19 quarters since. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Jupiter Wealth Management held 18,237 shares of Annaly Capital Management worth $408K as of Q2 2026.
Jupiter Wealth Management left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.16% of Jupiter Wealth Management's portfolio in Q2 2026, its #74 holding.
Jupiter Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and has held it in 19 quarters since.
790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.