Level Four Advisory Services’s Annaly Capital Management NLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$206K Buy
+9,231
New +$204K 0.01% 889
2022
Q3
Sell
-6,098
Closed -$144K 570
2022
Q2
$144K Sell
6,098
-239
-4% -$6.19K 0.01% 531
2022
Q1
$178K Sell
6,337
-6,968
-52% -$207K 0.01% 616
2021
Q4
$416K Buy
13,305
+7,909
+147% +$266K 0.03% 445
2021
Q3
$182K Sell
5,396
-18,217
-77% -$627K 0.02% 452
2021
Q2
$839K Sell
23,613
-14
-0.1% -$508 0.06% 297
2021
Q1
$813K Sell
23,627
-938
-4% -$31.8K 0.06% 298
2020
Q4
$830K Buy
24,565
+1,182
+5% +$36.6K 0.07% 280
2020
Q3
$666K Sell
23,383
-1,825
-7% -$52.8K 0.05% 301
2020
Q2
$664K Buy
25,208
+17,838
+242% +$441K 0.05% 318
2020
Q1
$150K Sell
7,370
-8,971
-55% -$316K 0.02% 466
2019
Q4
$618K Buy
16,341
+941
+6% +$34.3K 0.02% 353
2019
Q3
$542K Buy
15,400
+1,476
+11% +$53.2K 0.06% 308
2019
Q2
$508K Buy
13,924
+1,338
+11% +$51K 0.05% 319
2019
Q1
$503K Buy
12,586
+6,512
+107% +$266K 0.06% 313
2018
Q4
$239K Sell
6,074
-199
-3% -$7.96K 0.03% 445
2018
Q3
$257K Hold
6,273
0.03% 498
2018
Q2
$258K Sell
6,273
-1,780
-22% -$74.2K 0.02% 518
2018
Q1
$336K Sell
8,053
-4,008
-33% -$171K 0.03% 420
2017
Q4
$574K Sell
12,061
-4,455
-27% -$211K 0.04% 341
2017
Q3
$805K Buy
16,516
+7,724
+88% +$378K 0.07% 260
2017
Q2
$398K Hold
8,792
0.06% 295
2017
Q1
$398K Sell
8,792
-1,561
-15% -$66.4K 0.04% 353
2016
Q4
$413K Buy
+10,353
New +$421K 0.05% 314

Other funds holding NLY

Level Four Advisory Services's NLY Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Annaly Capital Management (NLY) in Q2 2026: 9,231 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in NLY as recently as Q2 2022.

Level Four Advisory Services first reported a position in NLY in Q4 2016 and has held it in 24 quarters since. The position peaked at $839K in Q2 2021. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Level Four Advisory Services held 9,231 shares of Annaly Capital Management worth $206K as of Q2 2026.
  • Annaly Capital Management was a new Level Four Advisory Services position in Q2 2026.
  • Annaly Capital Management made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #889 holding.
  • Level Four Advisory Services first reported a position in Annaly Capital Management in Q4 2016 and has held it in 24 quarters since.
  • Level Four Advisory Services's Annaly Capital Management position peaked at $839K in Q2 2021.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.