MA
NLY icon

Mutual Advisors’s Annaly Capital Management NLY Stock Holding History

Mutual 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
Q3 		$531K Sell
28,125
-3,911
-12% -$87.8K 0.01% 932
2026
Q2 		$716K Sell
32,036
-3,062
-9% -$67.6K 0.01% 784
2026
Q1 		$742K Buy
35,098
+1,428
+4% +$32.5K 0.02% 703
2025
Q4 		$753K Buy
33,670
+166
+0.5% +$3.61K 0.02% 692
2025
Q3 		$700K Buy
33,504
+3,161
+10% +$65.6K 0.02% 704
2025
Q2 		$633K Buy
30,343
+154
+0.5% +$2.93K 0.02% 675
2025
Q1 		$580K Buy
30,189
+3,747
+14% +$77.1K 0.02% 657
2024
Q4 		$507K Sell
26,442
-209
-0.8% -$4.08K 0.01% 694
2024
Q3 		$525K Buy
+26,651
New +$534K 0.02% 681
2024
Q2 		– Sell
-10,667
Closed -$210K – 1131
2024
Q1 		$210K Sell
10,667
-270
-2% -$5.21K 0.01% 1024
2023
Q4 		$212K Sell
10,937
-844
-7% -$15.1K 0.01% 946
2023
Q3 		$222K Buy
11,781
+202
+2% +$4.02K 0.01% 885
2023
Q2 		$232K Buy
11,579
+2
+0% +$39 0.01% 896
2023
Q1 		$221K Buy
11,577
+321
+3% +$6.77K 0.01% 886
2022
Q4 		$237K Sell
11,256
-1,076
-9% -$21.2K 0.01% 817
2022
Q3 		$212K Buy
12,332
+3,307
+37% +$83.3K 0.01% 816
2022
Q2 		$213K Buy
9,025
+2,464
+38% +$63.8K 0.01% 779
2022
Q1 		$185K Sell
6,561
-646
-9% -$19.2K 0.01% 840
2021
Q4 		$225K Sell
7,207
-337
-4% -$11.3K 0.01% 813
2021
Q3 		$254K Buy
7,544
+96
+1% +$3.3K 0.02% 757
2021
Q2 		$265K Buy
7,448
+1,250
+20% +$45.4K 0.02% 707
2021
Q1 		$213K Buy
6,198
+1,239
+25% +$42K 0.01% 718
2020
Q4 		$168K Sell
4,959
-125
-2% -$3.87K 0.01% 712
2020
Q3 		$145K Sell
5,084
-959
-16% -$27.8K 0.01% 649
2020
Q2 		$159K Buy
6,043
+1,688
+39% +$41.7K 0.02% 617
2020
Q1 		$88K Buy
4,355
+3
+0.1% +$106 0.01% 539
2019
Q4 		$164K Sell
4,352
-427
-9% -$15.6K 0.02% 573
2019
Q3 		$168K Buy
4,779
+1,002
+27% +$36.1K 0.02% 516
2019
Q2 		$138K Buy
+3,777
New +$144K 0.02% 545

Other funds holding NLY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mutual Advisors's NLY Position: Q3 2026 in Review

Mutual Advisors reduced its Annaly Capital Management (NLY) stake by 12% in Q3 2026, selling an estimated $87.8K and leaving 28,125 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #932.

Mutual Advisors first reported a position in NLY in Q2 2019 and has held it in 29 quarters since. The position peaked at $753K in Q4 2025. 677 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Mutual Advisors held 28,125 shares of Annaly Capital Management worth $531K as of Q3 2026.
  • Mutual Advisors sold 3,911 Annaly Capital Management shares in Q3 2026, an estimated $87.8K.
  • Annaly Capital Management made up 0.01% of Mutual Advisors's portfolio in Q3 2026, its #932 holding.
  • Mutual Advisors first reported a position in Annaly Capital Management in Q2 2019 and has held it in 29 quarters since.
  • Mutual Advisors's Annaly Capital Management position peaked at $753K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.