Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Annaly Capital Management NLY Stock Holding History

Luther King Capital Management (LKCM)’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 		$215K Hold
9,612
– – ﹤0.01% 595
2026
Q1 		$203K Buy
+9,612
New +$219K ﹤0.01% 582
2025
Q2 		– Sell
-16,739
Closed -$340K – 598
2025
Q1 		$340K Buy
16,739
+5,000
+43% +$103K ﹤0.01% 511
2024
Q4 		$215K Hold
11,739
– – ﹤0.01% 562
2024
Q3 		$236K Hold
11,739
– – ﹤0.01% 569
2024
Q2 		$224K Hold
11,739
– – ﹤0.01% 569
2024
Q1 		$231K Hold
11,739
– – ﹤0.01% 564
2023
Q4 		$227K Sell
11,739
-29
-0.2% -$517 ﹤0.01% 548
2023
Q3 		$221K Buy
11,768
+29
+0.2% +$576 ﹤0.01% 549
2023
Q2 		$235K Hold
11,739
– – ﹤0.01% 556
2023
Q1 		$224K Buy
+11,739
New +$248K ﹤0.01% 548
2022
Q4 		– Sell
-11,739
Closed -$201K – 590
2022
Q3 		$201K Sell
11,739
-1
-0% -$25 ﹤0.01% 550
2022
Q2 		$278K Hold
11,740
– – ﹤0.01% 554
2022
Q1 		$331K Buy
11,740
+1,127
+11% +$33.5K ﹤0.01% 535
2021
Q4 		$332K Hold
10,613
– – ﹤0.01% 545
2021
Q3 		$357K Buy
10,613
+3,000
+39% +$103K ﹤0.01% 525
2021
Q2 		$270K Buy
7,613
+250
+3% +$9.08K ﹤0.01% 563
2021
Q1 		$253K Hold
7,363
– – ﹤0.01% 516
2020
Q4 		$249K Buy
7,363
+4,000
+119% +$124K ﹤0.01% 513
2020
Q3 		$96K Sell
3,363
-200
-6% -$5.79K ﹤0.01% 509
2020
Q2 		$93K Hold
3,563
– – ﹤0.01% 502
2020
Q1 		$72K Sell
3,563
-657
-16% -$23.1K ﹤0.01% 491
2019
Q4 		$159K Buy
4,220
+770
+22% +$28.1K ﹤0.01% 546
2019
Q3 		$121K Buy
3,450
+87
+3% +$3.13K ﹤0.01% 526
2019
Q2 		$123K Buy
+3,363
New +$128K ﹤0.01% 517

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

Luther King Capital Management (LKCM)'s NLY Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Annaly Capital Management (NLY) position steady in Q2 2026 at 9,612 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Luther King Capital Management (LKCM) first reported a position in NLY in Q2 2019 and has held it in 25 quarters since. The position peaked at $357K in Q3 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Luther King Capital Management (LKCM) held 9,612 shares of Annaly Capital Management worth $215K as of Q2 2026.
  • Luther King Capital Management (LKCM) left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #595 holding.
  • Luther King Capital Management (LKCM) first reported a position in Annaly Capital Management in Q2 2019 and has held it in 25 quarters since.
  • Luther King Capital Management (LKCM)'s Annaly Capital Management position peaked at $357K in Q3 2021.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.