MOTCO’s Annaly Capital Management NLY Stock Holding History

MOTCO’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	$335	Sell	15 -75	-83%	-$1.66K	﹤0.01%	750
2026 Q1	$1.9K	Buy	+90	New	+$2.05K	﹤0.01%	537
2024 Q3	–	Sell	-300	Closed	-$5.72K	–	610
2024 Q2	$5.72K	Buy	+300	New	+$5.82K	﹤0.01%	591
2022 Q2	–	Sell	-25	Closed	-$1K	–	596
2022 Q1	$1K	Buy	+25	New	+$743	﹤0.01%	588
2018 Q1	–	Sell	-224	Closed	-$11K	–	571
2017 Q4	$11K	Buy	+224	New	+$10.6K	﹤0.01%	460
2013 Q3	–	Sell	-66	Closed	-$3K	–	583
2013 Q2	$3K	Buy	+66	New	+$3.86K	﹤0.01%	582

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

MOTCO's NLY Position: Q2 2026 in Review

MOTCO reduced its Annaly Capital Management (NLY) stake by 83% in Q2 2026, selling an estimated $1.66K and leaving 15 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #750.

MOTCO first reported a position in NLY in Q2 2013 and has held it in 6 quarters since. The position peaked at $11K in Q4 2017. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

MOTCO held 15 shares of Annaly Capital Management worth $335 as of Q2 2026.
MOTCO sold 75 Annaly Capital Management shares in Q2 2026, an estimated $1.66K.
Annaly Capital Management made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #750 holding.
MOTCO first reported a position in Annaly Capital Management in Q2 2013 and has held it in 6 quarters since.
MOTCO's Annaly Capital Management position peaked at $11K in Q4 2017.
790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.