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Lebenthal Global Advisors’s Annaly Capital Management NLY Stock Holding History

Lebenthal Global 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 		$1.05M Sell
46,898
-4,331
-8% -$95.6K 0.14% 106
2026
Q1 		$1.08M Buy
51,229
+465
+0.9% +$10.6K 0.16% 102
2025
Q4 		$1.14M Sell
50,764
-2,069
-4% -$45K 0.18% 86
2025
Q3 		$1.07M Buy
52,833
+5,107
+11% +$106K 0.19% 85
2025
Q2 		$898K Sell
47,726
-686
-1% -$13K 0.17% 88
2025
Q1 		$983K Sell
48,412
-13,173
-21% -$271K 0.18% 76
2024
Q4 		$1.13M Buy
61,585
+16,806
+38% +$328K 0.21% 75
2024
Q3 		$899K Sell
44,779
-6,167
-12% -$124K 0.18% 84
2024
Q2 		$971K Buy
50,946
+4,011
+9% +$77.9K 0.21% 65
2024
Q1 		$924K Buy
46,935
+100
+0.2% +$1.93K 0.21% 58
2023
Q4 		$907K Buy
46,835
+10,481
+29% +$187K 0.21% 61
2023
Q3 		$684K Sell
36,354
-1,694
-4% -$33.7K 0.21% 61
2023
Q2 		$761K Sell
38,048
-2,537
-6% -$49.3K 0.22% 45
2023
Q1 		$776K Buy
40,585
+10,244
+34% +$216K 0.24% 35
2022
Q4 		$640K Buy
30,341
+3,251
+12% +$64K 0.21% 50
2022
Q3 		$464K Buy
27,090
+657
+2% +$16.6K 0.21% 57
2022
Q2 		$624K Sell
26,433
-728
-3% -$18.9K 0.3% 47
2022
Q1 		$787K Buy
27,161
+9,708
+56% +$289K 0.34% 49
2021
Q4 		$545K Sell
17,453
-2,403
-12% -$80.8K 0.22% 69
2021
Q3 		$668K Buy
19,856
+10,473
+112% +$361K 0.42% 44
2021
Q2 		$333K Buy
9,383
+1,729
+23% +$62.8K 0.18% 108
2021
Q1 		$263K Hold
7,654
– – 0.16% 109
2020
Q4 		$258K Buy
+7,654
New +$237K 0.18% 78

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

Lebenthal Global Advisors's NLY Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Annaly Capital Management (NLY) stake by 8.5% in Q2 2026, selling an estimated $95.6K and leaving 46,898 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #106.

Lebenthal Global Advisors first reported a position in NLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2025. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Lebenthal Global Advisors held 46,898 shares of Annaly Capital Management worth $1.05M as of Q2 2026.
  • Lebenthal Global Advisors sold 4,331 Annaly Capital Management shares in Q2 2026, an estimated $95.6K.
  • Annaly Capital Management made up 0.14% of Lebenthal Global Advisors's portfolio in Q2 2026, its #106 holding.
  • Lebenthal Global Advisors first reported a position in Annaly Capital Management in Q4 2020 and has held it in 23 quarters since.
  • Lebenthal Global Advisors's Annaly Capital Management position peaked at $1.14M in Q4 2025.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.