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Kerr Financial Planning’s Annaly Capital Management NLY Stock Holding History

Kerr Financial Planning’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 		$35.3K Buy
1,578
+47
+3% +$1.04K 0.04% 209
2026
Q1 		$34.8K Buy
1,531
+1
+0.1% +$23 0.02% 209
2025
Q4 		$35.4K Buy
+1,530
New +$33.3K 0.05% 212

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

Kerr Financial Planning's NLY Position: Q2 2026 in Review

Kerr Financial Planning increased its Annaly Capital Management (NLY) stake by 3.1% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,578 shares worth $35.3K. The position accounts for 0.04% of the portfolio, ranked #209.

Kerr Financial Planning first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.4K in Q4 2025. 783 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Kerr Financial Planning held 1,578 shares of Annaly Capital Management worth $35.3K as of Q2 2026.
  • Kerr Financial Planning bought 47 Annaly Capital Management shares in Q2 2026, an estimated $1.04K.
  • Annaly Capital Management made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #209 holding.
  • Kerr Financial Planning first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's Annaly Capital Management position peaked at $35.4K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.