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

Modern 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 		$766K Buy
34,252
+3,029
+10% +$66.9K 0.01% 588
2026
Q1 		$660K Buy
+31,223
New +$711K 0.01% 516

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

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

Modern Wealth Management increased its Annaly Capital Management (NLY) stake by 9.7% in Q2 2026, buying an estimated $66.9K and bringing the position to 34,252 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #588.

Modern Wealth Management first reported a position in NLY in Q1 2026 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Modern Wealth Management held 34,252 shares of Annaly Capital Management worth $766K as of Q2 2026.
  • Modern Wealth Management bought 3,029 Annaly Capital Management shares in Q2 2026, an estimated $66.9K.
  • Annaly Capital Management made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Modern Wealth Management first reported a position in Annaly Capital Management in Q1 2026 and has held it in 2 quarters since.
  • 787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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