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Legacy Wealth Management (Idaho)’s Annaly Capital Management NLY Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-500
Closed -$10.6K – 676
2026
Q1 		$10.6K Hold
500
– – 0.01% 479
2025
Q4 		$11.2K Hold
500
– – 0.01% 410
2025
Q3 		$10.1K Hold
500
– – ﹤0.01% 343
2025
Q2 		$9.41K Buy
+500
New +$9.51K ﹤0.01% 326

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s NLY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 500 shares — an estimated $10.6K sold.

Legacy Wealth Management (Idaho) first reported a position in NLY in Q2 2025 and held it in 4 quarters. The position peaked at $11.2K in Q4 2025. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 500 Annaly Capital Management shares in Q2 2026, an estimated $10.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Annaly Capital Management in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Annaly Capital Management position peaked at $11.2K in Q4 2025.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.