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Medallion Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Medallion Wealth Advisors’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 		$173K Sell
7,735
-58
-0.7% -$1.28K 0.05% 255
2026
Q1 		$165K Buy
7,793
+221
+3% +$5.03K 0.05% 277
2025
Q4 		$169K Sell
7,572
-248
-3% -$5.4K 0.06% 261
2025
Q3 		$158K Sell
7,820
-270
-3% -$5.6K 0.06% 264
2025
Q2 		$154K Buy
8,090
+272
+3% +$5.17K 0.06% 267
2025
Q1 		$157K Sell
7,818
-497
-6% -$10.2K 0.07% 234
2024
Q4 		$153K Buy
+8,315
New +$162K 0.08% 221

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

Medallion Wealth Advisors's NLY Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Annaly Capital Management (NLY) stake by 0.74% in Q2 2026, selling an estimated $1.28K and leaving 7,735 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #255.

Medallion Wealth Advisors first reported a position in NLY in Q4 2024 and has held it in 7 quarters since. 791 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Medallion Wealth Advisors held 7,735 shares of Annaly Capital Management worth $173K as of Q2 2026.
  • Medallion Wealth Advisors sold 58 Annaly Capital Management shares in Q2 2026, an estimated $1.28K.
  • Annaly Capital Management made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • Medallion Wealth Advisors first reported a position in Annaly Capital Management in Q4 2024 and has held it in 7 quarters since.
  • 791 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.