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MassMutual Private Wealth & Trust’s Annaly Capital Management NLY Stock Holding History

MassMutual Private Wealth & Trust’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 		$43.4K Sell
1,941
-341
-15% -$7.53K ﹤0.01% 830
2026
Q1 		$48.3K Sell
2,282
-147
-6% -$3.35K ﹤0.01% 780
2025
Q4 		$54.3K Buy
2,429
+1,795
+283% +$39.1K ﹤0.01% 766
2025
Q3 		$12.8K Sell
634
-94
-13% -$1.95K ﹤0.01% 1295
2025
Q2 		$13.7K Sell
728
-3
-0.4% -$57 ﹤0.01% 1236
2025
Q1 		$14.8K Sell
731
-159
-18% -$3.27K ﹤0.01% 1147
2024
Q4 		$16.3K Buy
890
+37
+4% +$723 ﹤0.01% 1092
2024
Q3 		$17.1K Buy
853
+83
+11% +$1.66K ﹤0.01% 949
2024
Q2 		$14.7K Sell
770
-31
-4% -$602 ﹤0.01% 947
2024
Q1 		$15.8K Buy
801
+111
+16% +$2.14K ﹤0.01% 900
2023
Q4 		$13.4K Sell
690
-941
-58% -$16.8K ﹤0.01% 916
2023
Q3 		$30.7K Sell
1,631
-21
-1% -$417 ﹤0.01% 710
2023
Q2 		$33.1K Buy
1,652
+569
+53% +$11.1K ﹤0.01% 649
2023
Q1 		$20.7K Buy
1,083
+478
+79% +$10.1K ﹤0.01% 725
2022
Q4 		$13K Buy
605
+505
+505% +$9.94K ﹤0.01% 737
2022
Q3 		$2K Buy
100
+64
+178% +$1.61K ﹤0.01% 1252
2022
Q2 		$1K Sell
36
-39
-52% -$1.01K ﹤0.01% 1361
2022
Q1 		$2K Buy
75
+42
+127% +$1.25K ﹤0.01% 1176
2021
Q4 		$1K Sell
33
-681
-95% -$22.9K ﹤0.01% 1266
2021
Q3 		$24K Buy
714
+640
+865% +$22K ﹤0.01% 570
2021
Q2 		$3K Sell
74
-51
-41% -$1.85K ﹤0.01% 945
2021
Q1 		$4K Buy
+125
New +$4.23K ﹤0.01% 772
2020
Q4 		– Sell
-525
Closed -$15K – 918
2020
Q3 		$15K Buy
+525
New +$15.2K ﹤0.01% 533
2019
Q4 		– Sell
-50
Closed -$2K – 857
2019
Q3 		$2K Buy
+50
New +$1.8K ﹤0.01% 769
2016
Q2 		$11.9K Hold
269
– – ﹤0.01% 496
2016
Q1 		$11K Hold
269
– – ﹤0.01% 521
2015
Q4 		$10.1K Buy
269
+144
+115% +$5.61K ﹤0.01% 488
2015
Q3 		$5.34K Buy
+125
New +$5K ﹤0.01% 609
2015
Q1 		– Sell
-125
Closed -$5.41K – 767
2014
Q4 		$5.41K Buy
+125
New +$5.65K ﹤0.01% 484
2014
Q2 		– Sell
-104
Closed -$4.54K – 581
2014
Q1 		$4.54K Buy
+104
New +$4.49K ﹤0.01% 425

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's NLY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Annaly Capital Management (NLY) stake by 15% in Q2 2026, selling an estimated $7.53K and leaving 1,941 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

MassMutual Private Wealth & Trust first reported a position in NLY in Q1 2014 and has held it in 30 quarters since. The position peaked at $54.3K in Q4 2025. 321 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,941 shares of Annaly Capital Management worth $43.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 341 Annaly Capital Management shares in Q2 2026, an estimated $7.53K.
  • Annaly Capital Management made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #830 holding.
  • MassMutual Private Wealth & Trust first reported a position in Annaly Capital Management in Q1 2014 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's Annaly Capital Management position peaked at $54.3K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.