KFI
NLY icon

Key Financial Inc’s Annaly Capital Management NLY Stock Holding History

Key Financial Inc’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 		$13.4K Buy
601
+250
+71% +$5.52K ﹤0.01% 803
2026
Q1 		$7.42K Sell
351
-22
-6% -$501 ﹤0.01% 950
2025
Q4 		$8.34K Hold
373
– – ﹤0.01% 925
2025
Q3 		$7.7K Buy
373
+22
+6% +$456 ﹤0.01% 948
2025
Q2 		$6.61K Buy
+351
New +$6.67K ﹤0.01% 972

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 Financial Inc's NLY Position: Q2 2026 in Review

Key Financial Inc increased its Annaly Capital Management (NLY) stake by 71% in Q2 2026, buying an estimated $5.52K and bringing the position to 601 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Key Financial Inc first reported a position in NLY in Q2 2025 and has held it in 5 quarters since. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Key Financial Inc held 601 shares of Annaly Capital Management worth $13.4K as of Q2 2026.
  • Key Financial Inc bought 250 Annaly Capital Management shares in Q2 2026, an estimated $5.52K.
  • Annaly Capital Management made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #803 holding.
  • Key Financial Inc first reported a position in Annaly Capital Management in Q2 2025 and has held it in 5 quarters since.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.