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Mason & Associates (California)’s Annaly Capital Management NLY Stock Holding History

Mason & Associates (California)’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 		$1.46M Buy
65,204
+5,880
+10% +$130K 0.24% 55
2026
Q1 		$1.26M Sell
59,324
-5,775
-9% -$132K 0.24% 54
2025
Q4 		$1.46M Buy
+65,099
New +$1.42M 0.27% 50

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

Mason & Associates (California)'s NLY Position: Q2 2026 in Review

Mason & Associates (California) increased its Annaly Capital Management (NLY) stake by 9.9% in Q2 2026, buying an estimated $130K and bringing the position to 65,204 shares worth $1.46M. The position accounts for 0.24% of the portfolio, ranked #55.

Mason & Associates (California) first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Mason & Associates (California) held 65,204 shares of Annaly Capital Management worth $1.46M as of Q2 2026.
  • Mason & Associates (California) bought 5,880 Annaly Capital Management shares in Q2 2026, an estimated $130K.
  • Annaly Capital Management made up 0.24% of Mason & Associates (California)'s portfolio in Q2 2026, its #55 holding.
  • Mason & Associates (California) first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.