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NBZ Investment Advisors’s Annaly Capital Management NLY Stock Holding History

NBZ 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 		$268K Hold
12,000
– – 0.1% 51
2026
Q1 		$254K Buy
12,000
+2,000
+20% +$45.6K 0.11% 46
2025
Q4 		$224K Buy
+10,000
New +$218K 0.1% 47
2025
Q3 		– Sell
-10,500
Closed -$198K – 67
2025
Q2 		$198K Buy
+10,500
New +$200K 0.11% 46

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

NBZ Investment Advisors's NLY Position: Q2 2026 in Review

NBZ Investment Advisors held its Annaly Capital Management (NLY) position steady in Q2 2026 at 12,000 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #51.

NBZ Investment Advisors first reported a position in NLY in Q2 2025 and has held it in 4 quarters since. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • NBZ Investment Advisors held 12,000 shares of Annaly Capital Management worth $268K as of Q2 2026.
  • NBZ Investment Advisors left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up 0.1% of NBZ Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • NBZ Investment Advisors first reported a position in Annaly Capital Management in Q2 2025 and has held it in 4 quarters since.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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