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Mather Group’s Annaly Capital Management NLY Stock Holding History

Mather Group’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 		$68.9K Buy
3,083
+91
+3% +$2.01K ﹤0.01% 1023
2026
Q1 		$63.3K Buy
+2,992
New +$68.1K ﹤0.01% 1006
2025
Q4 		– Sell
-2,745
Closed -$55.5K – 1298
2025
Q3 		$55.5K Buy
+2,745
New +$56.9K ﹤0.01% 885
2024
Q3 		– Sell
-59
Closed -$1.16K – 2027
2024
Q2 		$1.16K Sell
59
-130
-69% -$2.52K ﹤0.01% 1978
2024
Q1 		$3.66K Buy
+189
New +$3.64K ﹤0.01% 1417
2023
Q2 		– Sell
-28,352
Closed -$542K – 643
2023
Q1 		$542K Sell
28,352
-1,393
-5% -$29.4K 0.01% 310
2022
Q4 		$627K Buy
29,745
+2,453
+9% +$48.3K 0.01% 280
2022
Q3 		$468K Buy
+27,292
New +$688K 0.01% 292

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

Mather Group's NLY Position: Q2 2026 in Review

Mather Group increased its Annaly Capital Management (NLY) stake by 3% in Q2 2026, buying an estimated $2.01K and bringing the position to 3,083 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Mather Group first reported a position in NLY in Q3 2022 and has held it in 8 quarters since. The position peaked at $627K in Q4 2022. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Mather Group held 3,083 shares of Annaly Capital Management worth $68.9K as of Q2 2026.
  • Mather Group bought 91 Annaly Capital Management shares in Q2 2026, an estimated $2.01K.
  • Annaly Capital Management made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1023 holding.
  • Mather Group first reported a position in Annaly Capital Management in Q3 2022 and has held it in 8 quarters since.
  • Mather Group's Annaly Capital Management position peaked at $627K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.