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Key Client Fiduciary Advisors’s Annaly Capital Management NLY Stock Holding History

Key Client Fiduciary Advisors’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 		$4.4M Buy
196,642
+2,726
+1% +$60.2K 1.27% 18
2026
Q1 		$4.1M Buy
193,916
+3,900
+2% +$88.8K 1.39% 16
2025
Q4 		$4.25M Sell
190,016
-1,501
-0.8% -$32.7K 1.45% 15
2025
Q3 		$3.87M Buy
191,517
+3,342
+2% +$69.3K 1.28% 14
2025
Q2 		$3.54M Buy
188,175
+8,163
+5% +$155K 1.43% 13
2025
Q1 		$3.66M Sell
180,012
-2,797
-2% -$57.6K 1.66% 12
2024
Q4 		$3.35M Buy
182,809
+27,230
+18% +$532K 1.47% 13
2024
Q3 		$3.12M Buy
155,579
+14,955
+11% +$300K 1.4% 13
2024
Q2 		$2.68M Buy
140,624
+1,682
+1% +$32.7K 1.33% 12
2024
Q1 		$2.74M Sell
138,942
-10,714
-7% -$207K 1.45% 14
2023
Q4 		$2.9M Sell
149,656
-6,348
-4% -$113K 1.68% 12
2023
Q3 		$2.93M Buy
156,004
+3,746
+2% +$74.5K 1.8% 13
2023
Q2 		$3.05M Buy
152,258
+796
+0.5% +$15.5K 1.77% 13
2023
Q1 		$2.89M Buy
151,462
+3,072
+2% +$64.8K 1.81% 11
2022
Q4 		$3.13M Sell
148,390
-8,203
-5% -$161K 2.11% 11
2022
Q3 		$2.69M Buy
156,593
+8,230
+6% +$207K 2.43% 13
2022
Q2 		$3.51M Buy
148,363
+18,953
+15% +$491K 3.42% 10
2022
Q1 		$3.64M Buy
129,410
+44,075
+52% +$1.31M 2.88% 10
2021
Q4 		$2.67M Buy
+85,335
New +$2.87M 2.2% 11

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

Key Client Fiduciary Advisors's NLY Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Annaly Capital Management (NLY) stake by 1.4% in Q2 2026, buying an estimated $60.2K and bringing the position to 196,642 shares worth $4.4M. The position accounts for 1.27% of the portfolio, ranked #18.

Key Client Fiduciary Advisors first reported a position in NLY in Q4 2021 and has held it in 19 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Key Client Fiduciary Advisors held 196,642 shares of Annaly Capital Management worth $4.4M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 2,726 Annaly Capital Management shares in Q2 2026, an estimated $60.2K.
  • Annaly Capital Management made up 1.27% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #18 holding.
  • Key Client Fiduciary Advisors first reported a position in Annaly Capital Management in Q4 2021 and has held it in 19 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.