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Kingswood Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Kingswood Wealth 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 		$440K Buy
19,673
+326
+2% +$7.2K 0.02% 647
2026
Q1 		$409K Buy
+19,347
New +$441K 0.02% 603
2025
Q1 		– Sell
-13,074
Closed -$239K – 795
2024
Q4 		$239K Buy
+13,074
New +$255K 0.02% 685

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

Kingswood Wealth Advisors's NLY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Annaly Capital Management (NLY) stake by 1.7% in Q2 2026, buying an estimated $7.2K and bringing the position to 19,673 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #647.

Kingswood Wealth Advisors first reported a position in NLY in Q4 2024 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Kingswood Wealth Advisors held 19,673 shares of Annaly Capital Management worth $440K as of Q2 2026.
  • Kingswood Wealth Advisors bought 326 Annaly Capital Management shares in Q2 2026, an estimated $7.2K.
  • Annaly Capital Management made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #647 holding.
  • Kingswood Wealth Advisors first reported a position in Annaly Capital Management in Q4 2024 and has held it in 3 quarters since.
  • 787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.