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Mount Yale Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Mount Yale Investment 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 		– Sell
-10,041
Closed -$222K – 1247
2026
Q1 		$218K Buy
+10,041
New +$229K 0.01% 1022
2025
Q3 		– Sell
-1,809
Closed -$34K – 1271
2025
Q2 		$34K Buy
+1,809
New +$34.4K ﹤0.01% 926

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NLY Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 10,041 shares — an estimated $222K sold.

Mount Yale Investment Advisors first reported a position in NLY in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2026. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 10,041 Annaly Capital Management shares in Q2 2026, an estimated $222K.
  • Mount Yale Investment Advisors first reported a position in Annaly Capital Management in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Annaly Capital Management position peaked at $218K in Q1 2026.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.