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

Mascoma 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	$5.59K	Hold	250	–	–	﹤0.01%	369
2026 Q1	$5.29K	Hold	250	–	–	﹤0.01%	364
2025 Q4	$5.59K	Hold	250	–	–	﹤0.01%	358
2025 Q3	$5.05K	Hold	250	–	–	﹤0.01%	377
2025 Q2	$4.71K	Hold	250	–	–	﹤0.01%	386
2025 Q1	$5.08K	Hold	250	–	–	﹤0.01%	398
2024 Q4	$4.58K	Hold	250	–	–	﹤0.01%	417
2024 Q3	$5.02K	Hold	250	–	–	﹤0.01%	386
2024 Q2	$4.76K	Hold	250	–	–	﹤0.01%	414
2024 Q1	$4.92K	Hold	250	–	–	﹤0.01%	381
2023 Q4	$4.84K	Hold	250	–	–	﹤0.01%	388
2023 Q3	$4.7K	Hold	250	–	–	﹤0.01%	399
2023 Q2	$5.01K	Sell	250 -250	-50%	-$4.86K	﹤0.01%	389
2023 Q1	$9.99K	Hold	500	–	–	﹤0.01%	405
2022 Q4	$10.5K	Hold	500	–	–	﹤0.01%	401
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	416
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	398
2022 Q1	$14K	Hold	500	–	–	﹤0.01%	406
2021 Q4	$16K	Hold	500	–	–	0.01%	358
2021 Q3	$17K	Buy	+500	New	+$17.2K	0.01%	307
2021 Q2	–	Sell	-500	Closed	-$17K	–	332
2021 Q1	$17K	Buy	+500	New	+$16.9K	0.01%	311
2019 Q3	–	Sell	-250	Closed	-$9K	–	251
2019 Q2	$9K	Hold	250	–	–	0.01%	276
2019 Q1	$10K	Hold	250	–	–	0.01%	268
2018 Q4	$10K	Hold	250	–	–	0.01%	260
2018 Q3	$10K	Hold	250	–	–	0.01%	283
2018 Q2	$10K	Hold	250	–	–	0.01%	275
2018 Q1	$10K	Hold	250	–	–	0.01%	271
2017 Q4	$10K	Hold	250	–	–	0.01%	266
2017 Q3	$12K	Hold	250	–	–	0.01%	271
2017 Q2	$12K	Buy	+250	New	+$11.8K	0.01%	274

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mascoma Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 250 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Mascoma Wealth Management first reported a position in NLY in Q2 2017 and has held it in 30 quarters since. The position peaked at $17K in Q3 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Mascoma Wealth Management held 250 shares of Annaly Capital Management worth $5.59K as of Q2 2026.
Mascoma Wealth Management left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #369 holding.
Mascoma Wealth Management first reported a position in Annaly Capital Management in Q2 2017 and has held it in 30 quarters since.
Mascoma Wealth Management's Annaly Capital Management position peaked at $17K in Q3 2021.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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