N.E.W. Advisory Services’s Annaly Capital Management NLY Stock Holding History

N.E.W. Advisory Services’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	$9.17K	Hold	410	–	–	﹤0.01%	662
2026 Q1	$8.67K	Buy	410 +250	+156%	+$5.69K	﹤0.01%	662
2025 Q4	$3.58K	Hold	160	–	–	﹤0.01%	741
2025 Q3	$3.23K	Hold	160	–	–	﹤0.01%	708
2025 Q2	$3.01K	Sell	160 -314	-66%	-$5.97K	﹤0.01%	708
2025 Q1	$9.63K	Buy	+474	New	+$9.76K	﹤0.01%	620

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

N.E.W. Advisory Services's NLY Position: Q2 2026 in Review

N.E.W. Advisory Services held its Annaly Capital Management (NLY) position steady in Q2 2026 at 410 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

N.E.W. Advisory Services first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.63K in Q1 2025. 518 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

N.E.W. Advisory Services held 410 shares of Annaly Capital Management worth $9.17K as of Q2 2026.
N.E.W. Advisory Services left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #662 holding.
N.E.W. Advisory Services first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Annaly Capital Management position peaked at $9.63K in Q1 2025.
518 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.