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Lodestone Wealth Management’s Annaly Capital Management NLY Stock Holding History

Lodestone Wealth 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 		$604 Hold
27
– – ﹤0.01% 748
2026
Q1 		$571 Hold
27
– – ﹤0.01% 747
2025
Q4 		$604 Buy
+27
New +$588 ﹤0.01% 761

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

Lodestone Wealth Management's NLY Position: Q2 2026 in Review

Lodestone Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 27 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Lodestone Wealth Management first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Lodestone Wealth Management held 27 shares of Annaly Capital Management worth $604 as of Q2 2026.
  • Lodestone Wealth Management left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #748 holding.
  • Lodestone Wealth Management first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.