Kelleher Financial Advisors’s Annaly Capital Management Series I NLY.PRI Stock Holding History

Kelleher Financial Advisors’s Portfolio NLY.PRI Stock Details NLY.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148K	Buy	5,816 +27	+0.5%	+$688	0.02%	325
2026 Q1	$143K	Buy	5,789 +243	+4%	+$6.18K	0.04%	236
2025 Q4	$142K	Buy	+5,546	New	+$141K	0.03%	260

Kelleher Financial Advisors's NLY.PRI Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Annaly Capital Management Series I (NLY.PRI) stake by 0.47% in Q2 2026, buying an estimated $688 and bringing the position to 5,816 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #325.

Kelleher Financial Advisors first reported a position in NLY.PRI in Q4 2025 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds NLY.PRI as of Q2 2026.

Kelleher Financial Advisors held 5,816 shares of Annaly Capital Management Series I worth $148K as of Q2 2026.
Kelleher Financial Advisors bought 27 Annaly Capital Management Series I shares in Q2 2026, an estimated $688.
Annaly Capital Management Series I made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #325 holding.
Kelleher Financial Advisors first reported a position in Annaly Capital Management Series I in Q4 2025 and has held it in 3 quarters since.
1 fund tracked by Wall St. Rank held Annaly Capital Management Series I as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.