Merit Financial Group’s Annaly Capital Management NLY Stock Holding History

Merit Financial 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	$582K	Sell	26,010 -1,624	-6%	-$35.9K	﹤0.01%	1412
2026 Q1	$584K	Sell	27,634 -1,116	-4%	-$25.4K	﹤0.01%	1283
2025 Q4	$643K	Buy	28,750 +6,698	+30%	+$146K	0.01%	1144
2025 Q3	$446K	Sell	22,052 -2,813	-11%	-$58.3K	﹤0.01%	1247
2025 Q2	$468K	Buy	24,865 +11,835	+91%	+$225K	0.01%	1133
2025 Q1	$265K	Buy	+13,030	New	+$268K	﹤0.01%	1171
2022 Q3	–	Sell	-5,000	Closed	-$118K	–	619
2022 Q2	$118K	Sell	5,000 -2,500	-33%	-$64.8K	﹤0.01%	539
2022 Q1	$211K	Buy	+7,500	New	+$223K	0.01%	361

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Merit Financial Group's NLY Position: Q2 2026 in Review

Merit Financial Group reduced its Annaly Capital Management (NLY) stake by 5.9% in Q2 2026, selling an estimated $35.9K and leaving 26,010 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Merit Financial Group first reported a position in NLY in Q1 2022 and has held it in 8 quarters since. The position peaked at $643K in Q4 2025. 174 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Merit Financial Group held 26,010 shares of Annaly Capital Management worth $582K as of Q2 2026.
Merit Financial Group sold 1,624 Annaly Capital Management shares in Q2 2026, an estimated $35.9K.
Annaly Capital Management made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1412 holding.
Merit Financial Group first reported a position in Annaly Capital Management in Q1 2022 and has held it in 8 quarters since.
Merit Financial Group's Annaly Capital Management position peaked at $643K in Q4 2025.
174 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.