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

Kingsview 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 		$558K Sell
24,953
-1,277
-5% -$28.2K 0.01% 929
2026
Q1 		$555K Buy
26,230
+3,329
+15% +$75.8K 0.01% 867
2025
Q4 		$512K Buy
22,901
+2,118
+10% +$46.1K 0.01% 842
2025
Q3 		$420K Buy
+20,783
New +$431K 0.01% 862
2022
Q2 		– Sell
-10,896
Closed -$307K – 888
2022
Q1 		$307K Buy
10,896
+1,057
+11% +$31.4K 0.01% 697
2021
Q4 		$308K Buy
9,839
+1,075
+12% +$36.1K 0.01% 721
2021
Q3 		$295K Buy
8,764
+350
+4% +$12K 0.01% 689
2021
Q2 		$300K Sell
8,414
-100
-1% -$3.63K 0.01% 697
2021
Q1 		$297K Sell
8,514
-911
-10% -$30.9K 0.02% 646
2020
Q4 		$319K Buy
9,425
+871
+10% +$27K 0.02% 539
2020
Q3 		$244K Sell
8,554
-139
-2% -$4.02K 0.02% 523
2020
Q2 		$228K Hold
8,693
– – 0.02% 496
2020
Q1 		$176K Buy
8,693
+48
+0.6% +$1.69K 0.02% 431
2019
Q4 		$326K Buy
8,645
+122
+1% +$4.45K 0.04% 353
2019
Q3 		$300K Sell
8,523
-285
-3% -$10.3K 0.05% 334
2019
Q2 		$322K Sell
8,808
-1,470
-14% -$56K 0.05% 308
2019
Q1 		$411K Buy
+10,278
New +$419K 0.06% 297

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

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

Kingsview Wealth Management reduced its Annaly Capital Management (NLY) stake by 4.9% in Q2 2026, selling an estimated $28.2K and leaving 24,953 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #929.

Kingsview Wealth Management first reported a position in NLY in Q1 2019 and has held it in 17 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Kingsview Wealth Management held 24,953 shares of Annaly Capital Management worth $558K as of Q2 2026.
  • Kingsview Wealth Management sold 1,277 Annaly Capital Management shares in Q2 2026, an estimated $28.2K.
  • Annaly Capital Management made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #929 holding.
  • Kingsview Wealth Management first reported a position in Annaly Capital Management in Q1 2019 and has held it in 17 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.