MV Capital Management’s Annaly Capital Management NLY Stock Holding History

MV Capital 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	$448	Buy	20 +1	+5%	+$22	﹤0.01%	1044
2026 Q1	$402	Buy	19 +10	+111%	+$228	﹤0.01%	1005
2025 Q4	$202	Buy	9 +2	+29%	+$44	﹤0.01%	1029
2025 Q3	$142	Hold	7	–	–	﹤0.01%	975
2025 Q2	$132	Sell	7 -26	-79%	-$494	﹤0.01%	981
2025 Q1	$671	Buy	33 +7	+27%	+$144	﹤0.01%	794
2024 Q4	$476	Sell	26 -3	-10%	-$59	﹤0.01%	815
2024 Q3	$583	Buy	29 +14	+93%	+$280	﹤0.01%	793
2024 Q2	$286	Buy	15 +11	+275%	+$214	﹤0.01%	770
2024 Q1	$79	Buy	4 +1	+33%	+$19	﹤0.01%	789
2023 Q4	$59	Buy	+3	New	+$54	﹤0.01%	741
2018 Q3	–	Sell	-378	Closed	-$16K	–	367
2018 Q2	$16K	Hold	378	–	–	﹤0.01%	216
2018 Q1	$16K	Hold	378	–	–	﹤0.01%	215
2017 Q4	$18K	Hold	378	–	–	﹤0.01%	214
2017 Q3	$18K	Hold	378	–	–	0.01%	208
2017 Q2	$18K	Hold	378	–	–	0.01%	211
2017 Q1	$17K	Hold	378	–	–	0.01%	212
2016 Q4	$15K	Hold	378	–	–	0.01%	204
2016 Q3	$16K	Hold	378	–	–	0.01%	200
2016 Q2	$17K	Hold	378	–	–	0.01%	198
2016 Q1	$16K	Hold	378	–	–	0.01%	201
2015 Q4	$14K	Hold	378	–	–	0.01%	220
2015 Q3	$15K	Buy	+378	New	+$15.1K	0.01%	207
2015 Q2	–	Hold	0	–	–	–	280
2015 Q1	–	Hold	0	–	–	–	342
2014 Q4	–	Hold	0	–	–	–	376

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

MV Capital Management's NLY Position: Q2 2026 in Review

MV Capital Management increased its Annaly Capital Management (NLY) stake by 5.3% in Q2 2026, buying an estimated $22 and bringing the position to 20 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

MV Capital Management first reported a position in NLY in Q3 2015 and has held it in 23 quarters since. The position peaked at $18K in Q4 2017. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

MV Capital Management held 20 shares of Annaly Capital Management worth $448 as of Q2 2026.
MV Capital Management bought 1 Annaly Capital Management share in Q2 2026, an estimated $22.
Annaly Capital Management made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1044 holding.
MV Capital Management first reported a position in Annaly Capital Management in Q3 2015 and has held it in 23 quarters since.
MV Capital Management's Annaly Capital Management position peaked at $18K in Q4 2017.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.