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Larson Financial Group’s Annaly Capital Management NLY Stock Holding History

Larson Financial Group’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 		$66.3K Buy
2,964
+1,190
+67% +$26.3K ﹤0.01% 1394
2026
Q1 		$37.5K Buy
1,774
+819
+86% +$18.7K ﹤0.01% 1509
2025
Q4 		$21.4K Sell
955
-2,762
-74% -$60.1K ﹤0.01% 1685
2025
Q3 		$75.1K Buy
3,717
+1,558
+72% +$32.3K ﹤0.01% 1009
2025
Q2 		$40.6K Sell
2,159
-240
-10% -$4.56K ﹤0.01% 1151
2025
Q1 		$48.7K Buy
2,399
+256
+12% +$5.27K ﹤0.01% 1035
2024
Q4 		$39.2K Buy
2,143
+549
+34% +$10.7K ﹤0.01% 974
2024
Q3 		$32K Buy
1,594
+63
+4% +$1.26K ﹤0.01% 1045
2024
Q2 		$29.2K Sell
1,531
-573
-27% -$11.1K ﹤0.01% 954
2024
Q1 		$41.4K Buy
2,104
+10
+0.5% +$193 ﹤0.01% 736
2023
Q4 		$40.6K Buy
2,094
+41
+2% +$731 ﹤0.01% 696
2023
Q3 		$38.6K Buy
2,053
+31
+2% +$616 ﹤0.01% 682
2023
Q2 		$40.5K Buy
2,022
+28
+1% +$544 ﹤0.01% 597
2023
Q1 		$38.1K Buy
1,994
+34
+2% +$717 ﹤0.01% 604
2022
Q4 		$41.3K Buy
1,960
+43
+2% +$846 ﹤0.01% 556
2022
Q3 		$33K Buy
1,917
+1,892
+7,568% +$47.7K ﹤0.01% 534
2022
Q2 		$1K Buy
+25
New +$648 ﹤0.01% 1124
2020
Q3 		– Sell
-150
Closed -$4K – 800
2020
Q2 		$4K Buy
+150
New +$3.71K ﹤0.01% 511
2020
Q1 		– Sell
-250
Closed -$9K – 618
2019
Q4 		$9K Hold
250
– – 0.01% 311
2019
Q3 		$9K Buy
+250
New +$9.01K 0.01% 314

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

Larson Financial Group's NLY Position: Q2 2026 in Review

Larson Financial Group increased its Annaly Capital Management (NLY) stake by 67% in Q2 2026, buying an estimated $26.3K and bringing the position to 2,964 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Larson Financial Group first reported a position in NLY in Q3 2019 and has held it in 20 quarters since. The position peaked at $75.1K in Q3 2025. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Larson Financial Group held 2,964 shares of Annaly Capital Management worth $66.3K as of Q2 2026.
  • Larson Financial Group bought 1,190 Annaly Capital Management shares in Q2 2026, an estimated $26.3K.
  • Annaly Capital Management made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1394 holding.
  • Larson Financial Group first reported a position in Annaly Capital Management in Q3 2019 and has held it in 20 quarters since.
  • Larson Financial Group's Annaly Capital Management position peaked at $75.1K in Q3 2025.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.