LPL Financial’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 | $32.4M | Buy |
1,447,269
+100,860
| +7% | +$2.23M | 0.01% | 1267 |
|
|
2026
Q1 | $28.5M | Buy |
1,346,409
+105,067
| +8% | +$2.39M | 0.01% | 1237 |
|
|
2025
Q4 | $27.8M | Buy |
1,241,342
+49,167
| +4% | +$1.07M | 0.01% | 1187 |
|
|
2025
Q3 | $24.1M | Buy |
1,192,175
+177,937
| +18% | +$3.69M | 0.01% | 1242 |
|
|
2025
Q2 | $19.1M | Buy |
1,014,238
+162,841
| +19% | +$3.1M | 0.01% | 1288 |
|
|
2025
Q1 | $17.3M | Buy |
851,397
+163,012
| +24% | +$3.35M | 0.01% | 1235 |
|
|
2024
Q4 | $12.6M | Sell |
688,385
-18,375
| -3% | -$359K | 0.01% | 1372 |
|
|
2024
Q3 | $14.2M | Buy |
706,760
+48,084
| +7% | +$963K | 0.01% | 1234 |
|
|
2024
Q2 | $12.6M | Sell |
658,676
-13,602
| -2% | -$264K | 0.01% | 1223 |
|
|
2024
Q1 | $13.2M | Sell |
672,278
-100,715
| -13% | -$1.94M | 0.01% | 1149 |
|
|
2023
Q4 | $15M | Buy |
772,993
+52,011
| +7% | +$928K | 0.01% | 1014 |
|
|
2023
Q3 | $13.6M | Buy |
720,982
+59,883
| +9% | +$1.19M | 0.01% | 986 |
|
|
2023
Q2 | $13.2M | Buy |
661,099
+262
| +0% | +$5.09K | 0.01% | 984 |
|
|
2023
Q1 | $12.6M | Buy |
660,837
+102,318
| +18% | +$2.16M | 0.01% | 968 |
|
|
2022
Q4 | $11.8M | Buy |
558,519
+60,269
| +12% | +$1.19M | 0.01% | 942 |
|
|
2022
Q3 | $8.55M | Buy |
498,250
+29,172
| +6% | +$735K | 0.01% | 1042 |
|
|
2022
Q2 | $11.1M | Sell |
469,078
-8,405
| -2% | -$218K | 0.01% | 908 |
|
|
2022
Q1 | $13.4M | Sell |
477,483
-153
| -0% | -$4.55K | 0.01% | 839 |
|
|
2021
Q4 | $14.9M | Buy |
477,636
+2,195
| +0.5% | +$73.8K | 0.01% | 797 |
|
|
2021
Q3 | $16M | Buy |
475,441
+34,761
| +8% | +$1.2M | 0.02% | 722 |
|
|
2021
Q2 | $15.7M | Buy |
440,680
+72,111
| +20% | +$2.62M | 0.02% | 686 |
|
|
2021
Q1 | $12.7M | Buy |
368,569
+48,348
| +15% | +$1.64M | 0.01% | 716 |
|
|
2020
Q4 | $10.8M | Sell |
320,221
-782
| -0.2% | -$24.2K | 0.01% | 714 |
|
|
2020
Q3 | $9.14M | Buy |
321,003
+10,860
| +4% | +$314K | 0.01% | 684 |
|
|
2020
Q2 | $8.14M | Buy |
310,143
+36,243
| +13% | +$895K | 0.01% | 666 |
|
|
2020
Q1 | $5.55M | Buy |
273,900
+36,735
| +15% | +$1.29M | 0.01% | 706 |
|
|
2019
Q4 | $8.94M | Buy |
237,165
+59,993
| +34% | +$2.19M | 0.02% | 618 |
|
|
2019
Q3 | $6.24M | Sell |
177,172
-13,419
| -7% | -$484K | 0.01% | 705 |
|
|
2019
Q2 | $6.96M | Sell |
190,591
-39,718
| -17% | -$1.51M | 0.01% | 648 |
|
|
2019
Q1 | $9.2M | Buy |
230,309
+1,766
| +0.8% | +$72.1K | 0.02% | 532 |
|
|
2018
Q4 | $8.98M | Buy |
228,543
+10,545
| +5% | +$422K | 0.02% | 481 |
|
|
2018
Q3 | $8.92M | Buy |
217,998
+45,205
| +26% | +$1.89M | 0.02% | 527 |
|
|
2018
Q2 | $7.11M | Buy |
172,793
+6,656
| +4% | +$277K | 0.02% | 578 |
|
|
2018
Q1 | $6.93M | Buy |
166,137
+17,208
| +12% | +$733K | 0.02% | 569 |
|
|
2017
Q4 | $7.08M | Sell |
148,929
-13,917
| -9% | -$661K | 0.02% | 525 |
|
|
2017
Q3 | $7.94M | Buy |
162,846
+16,066
| +11% | +$787K | 0.03% | 447 |
|
|
2017
Q2 | $7.08M | Sell |
146,780
-11,282
| -7% | -$533K | 0.03% | 452 |
|
|
2017
Q1 | $7.03M | Buy |
158,062
+23,356
| +17% | +$994K | 0.05% | 329 |
|
|
2016
Q4 | $5.43M | Buy |
134,706
+15,745
| +13% | +$640K | 0.04% | 380 |
|
|
2016
Q3 | $4.78M | Buy |
118,961
+6,982
| +6% | +$302K | 0.05% | 388 |
|
|
2016
Q2 | $4.94M | Sell |
111,979
-79,247
| -41% | -$3.37M | 0.04% | 379 |
|
|
2016
Q1 | $7.87M | Sell |
191,226
-34,143
| -15% | -$1.34M | 0.02% | 521 |
|
|
2015
Q4 | $8.64M | Buy |
225,369
+112,305
| +99% | +$4.38M | 0.02% | 494 |
|
|
2015
Q3 | $4.61M | Buy |
113,064
+6,631
| +6% | +$265K | 0.03% | 493 |
|
|
2015
Q2 | $3.99M | Sell |
106,433
-50,480
| -32% | -$2.04M | 0.02% | 601 |
|
|
2015
Q1 | $6.55M | Sell |
156,913
-6,819
| -4% | -$290K | 0.03% | 416 |
|
|
2014
Q4 | $7.08M | Buy |
163,732
+41,574
| +34% | +$1.88M | 0.04% | 374 |
|
|
2014
Q3 | $5.36M | Sell |
122,158
-3,989
| -3% | -$182K | 0.03% | 436 |
|
|
2014
Q2 | $5.77M | Buy |
126,147
+14,245
| +13% | +$657K | 0.03% | 423 |
|
|
2014
Q1 | $4.91M | Buy |
111,902
+19,198
| +21% | +$830K | 0.03% | 448 |
|
|
2013
Q4 | $3.7M | Sell |
92,704
-10,872
| -10% | -$472K | 0.02% | 541 |
|
|
2013
Q3 | $4.81M | Sell |
103,576
-7,744
| -7% | -$364K | 0.03% | 432 |
|
|
2013
Q2 | $5.6M | Buy |
+111,320
| New | +$6.51M | 0.04% | 343 |
|
Other funds holding NLY
LPL Financial's NLY Position: Q2 2026 in Review
LPL Financial increased its Annaly Capital Management (NLY) stake by 7.5% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,447,269 shares worth $32.4M. The position accounts for 0.01% of the portfolio, ranked #1267.
LPL Financial first reported a position in NLY in Q2 2013 and has held it in 53 quarters since. 445 funds tracked by Wall St. Rank hold NLY as of Q2 2026.
- LPL Financial held 1,447,269 shares of Annaly Capital Management worth $32.4M as of Q2 2026.
- LPL Financial bought 100,860 Annaly Capital Management shares in Q2 2026, an estimated $2.23M.
- Annaly Capital Management made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1267 holding.
- LPL Financial first reported a position in Annaly Capital Management in Q2 2013 and has held it in 53 quarters since.
- 445 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.