Koshinski Asset Management’s Annaly Capital Management NLY Stock Holding History

Koshinski Asset 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	$551K	Sell	24,646 -621	-2%	-$13.7K	0.03%	435
2026 Q1	$534K	Buy	25,267 +754	+3%	+$17.2K	0.03%	415
2025 Q4	$548K	Buy	24,513 +463	+2%	+$10.1K	0.04%	402
2025 Q3	$486K	Buy	+24,050	New	+$499K	0.03%	426
2023 Q3	–	Sell	-12,716	Closed	-$254K	–	606
2023 Q2	$254K	Buy	+12,716	New	+$247K	0.03%	486
2022 Q3	–	Sell	-13,092	Closed	-$309K	–	607
2022 Q2	$309K	Buy	13,092 +834	+7%	+$21.6K	0.03%	458
2022 Q1	$345K	Buy	+12,258	New	+$364K	0.03%	458
2021 Q4	–	Sell	-9,063	Closed	-$305K	–	2210
2021 Q3	$305K	Buy	9,063 +177	+2%	+$6.09K	0.03%	504
2021 Q2	$316K	Buy	+8,886	New	+$323K	0.04%	416
2021 Q1	–	Sell	-8,590	Closed	-$290K	–	629
2020 Q4	$290K	Sell	8,590 -549	-6%	-$17K	0.04%	443
2020 Q3	$266	Buy	+9,139	New	+$265K	0.04%	424
2020 Q2	–	Sell	-6,273	Closed	-$127K	–	506
2020 Q1	$127K	Sell	6,273 -414	-6%	-$14.6K	0.03%	432
2019 Q4	$252K	Buy	6,687 +963	+17%	+$35.1K	0.04%	437
2019 Q3	$201K	Buy	+5,724	New	+$206K	0.14%	147
2015 Q1	–	Sell	-2,621	Closed	-$113K	–	237
2014 Q4	$113K	Buy	+2,621	New	+$119K	0.06%	230

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Koshinski Asset Management's NLY Position: Q2 2026 in Review

Koshinski Asset Management reduced its Annaly Capital Management (NLY) stake by 2.5% in Q2 2026, selling an estimated $13.7K and leaving 24,646 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #435.

Koshinski Asset Management first reported a position in NLY in Q4 2014 and has held it in 15 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Koshinski Asset Management held 24,646 shares of Annaly Capital Management worth $551K as of Q2 2026.
Koshinski Asset Management sold 621 Annaly Capital Management shares in Q2 2026, an estimated $13.7K.
Annaly Capital Management made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #435 holding.
Koshinski Asset Management first reported a position in Annaly Capital Management in Q4 2014 and has held it in 15 quarters since.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.