New England Capital Financial Advisors’s Annaly Capital Management NLY Stock Holding History

New England Capital Financial 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	$2.2K	Buy	98 +2	+2%	+$44	﹤0.01%	358
2026 Q1	$2.02K	Buy	96 +3	+3%	+$68	﹤0.01%	355
2025 Q4	$2.07K	Buy	93 +3	+3%	+$65	﹤0.01%	348
2025 Q3	$1.81K	Buy	90 +3	+3%	+$62	﹤0.01%	353
2025 Q2	$1.63K	Buy	87 +3	+4%	+$57	﹤0.01%	348
2025 Q1	$1.7K	Buy	84 +3	+4%	+$62	﹤0.01%	318
2024 Q4	$1.49K	Buy	81 +2	+3%	+$39	﹤0.01%	335
2024 Q3	$1.58K	Buy	79 +3	+4%	+$60	﹤0.01%	329
2024 Q2	$1.45K	Buy	76 +2	+3%	+$39	﹤0.01%	327
2024 Q1	$1.45K	Buy	74 +3	+4%	+$58	﹤0.01%	325
2023 Q4	$1.38K	Buy	71 +3	+4%	+$54	﹤0.01%	333
2023 Q3	$1.29K	Buy	68 +2	+3%	+$40	﹤0.01%	331
2023 Q2	$1.32K	Buy	66 +2	+3%	+$39	﹤0.01%	329
2023 Q1	$1.23K	Buy	64 +2	+3%	+$42	﹤0.01%	368
2022 Q4	$1.41K	Buy	+62	New	+$1.22K	﹤0.01%	363

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New England Capital Financial Advisors's NLY Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Annaly Capital Management (NLY) stake by 2.1% in Q2 2026, buying an estimated $44 and bringing the position to 98 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

New England Capital Financial Advisors first reported a position in NLY in Q4 2022 and has held it in 15 quarters since. 321 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

New England Capital Financial Advisors held 98 shares of Annaly Capital Management worth $2.2K as of Q2 2026.
New England Capital Financial Advisors bought 2 Annaly Capital Management shares in Q2 2026, an estimated $44.
Annaly Capital Management made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #358 holding.
New England Capital Financial Advisors first reported a position in Annaly Capital Management in Q4 2022 and has held it in 15 quarters since.
321 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.