Mission Wealth Management’s Annaly Capital Management NLY Stock Holding History

Mission Wealth Management’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	$215K	Sell	9,624 -1,696	-15%	-$37.4K	﹤0.01%	1004
2026 Q1	$239K	Sell	11,320 -314	-3%	-$7.15K	﹤0.01%	664
2025 Q4	$260K	Buy	11,634 +880	+8%	+$19.2K	0.01%	637
2025 Q3	$217K	Buy	+10,754	New	+$223K	﹤0.01%	662
2023 Q4	–	Sell	-10,988	Closed	-$207K	–	599
2023 Q3	$207K	Hold	10,988	–	–	0.01%	513
2023 Q2	$220K	Hold	10,988	–	–	0.01%	497
2023 Q1	$210K	Buy	+10,988	New	+$232K	0.01%	499
2022 Q4	–	Sell	-12,232	Closed	-$210K	–	539
2022 Q3	$210K	Buy	12,232 +3,179	+35%	+$80.1K	0.01%	457
2022 Q2	$214K	Sell	9,053 -1,120	-11%	-$29K	0.01%	466
2022 Q1	$286K	Buy	10,173 +1,250	+14%	+$37.2K	0.01%	432
2021 Q4	$279K	Sell	8,923 -4,436	-33%	-$149K	0.01%	451
2021 Q3	$450K	Buy	13,359 +125	+0.9%	+$4.3K	0.02%	310
2021 Q2	$470K	Buy	13,234 +7,861	+146%	+$285K	0.02%	296
2021 Q1	$185K	Hold	5,373	–	–	0.01%	432
2020 Q4	$182K	Sell	5,373 -500	-9%	-$15.5K	0.01%	400
2020 Q3	$167K	Hold	5,873	–	–	0.01%	349
2020 Q2	$154K	Buy	+5,873	New	+$145K	0.01%	328

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mission Wealth Management's NLY Position: Q2 2026 in Review

Mission Wealth Management reduced its Annaly Capital Management (NLY) stake by 15% in Q2 2026, selling an estimated $37.4K and leaving 9,624 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Mission Wealth Management first reported a position in NLY in Q2 2020 and has held it in 17 quarters since. The position peaked at $470K in Q2 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Mission Wealth Management held 9,624 shares of Annaly Capital Management worth $215K as of Q2 2026.
Mission Wealth Management sold 1,696 Annaly Capital Management shares in Q2 2026, an estimated $37.4K.
Annaly Capital Management made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1004 holding.
Mission Wealth Management first reported a position in Annaly Capital Management in Q2 2020 and has held it in 17 quarters since.
Mission Wealth Management's Annaly Capital Management position peaked at $470K in Q2 2021.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.