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Newbridge Financial Services Group’s Annaly Capital Management NLY Stock Holding History

Newbridge Financial Services Group’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 		$2.66M Buy
119,071
+9,058
+8% +$200K 0.33% 67
2026
Q1 		$2.33M Buy
110,013
+13,066
+13% +$298K 0.38% 61
2025
Q4 		$2.17M Buy
96,947
+18,044
+23% +$393K 0.34% 65
2025
Q3 		$1.59M Buy
78,903
+22,424
+40% +$465K 0.24% 84
2025
Q2 		$1.06M Buy
56,479
+6,051
+12% +$115K 0.17% 103
2025
Q1 		$1.02M Buy
50,428
+11,863
+31% +$244K 0.25% 85
2024
Q4 		$706K Buy
+38,565
New +$753K 0.18% 92
2024
Q3 		– Sell
-6,617
Closed -$126K – 947
2024
Q2 		$126K Sell
6,617
-301
-4% -$5.84K 0.05% 240
2024
Q1 		$136K Sell
6,918
-1,883
-21% -$36.3K 0.06% 244
2023
Q4 		$170K Sell
8,801
-1,230
-12% -$21.9K 0.08% 211
2023
Q3 		$189K Sell
10,031
-951
-9% -$18.9K 0.09% 196
2023
Q2 		$220K Buy
10,982
+3,354
+44% +$65.2K 0.11% 191
2023
Q1 		$146K Buy
7,628
+2,068
+37% +$43.6K 0.08% 251
2022
Q4 		$117K Buy
5,560
+1,419
+34% +$27.9K 0.07% 270
2022
Q3 		$71K Buy
4,141
+781
+23% +$19.7K 0.04% 366
2022
Q2 		$79K Sell
3,360
-822
-20% -$21.3K 0.05% 307
2022
Q1 		$118K Buy
4,182
+42
+1% +$1.25K 0.06% 282
2021
Q4 		$129K Buy
4,140
+138
+3% +$4.64K 0.06% 258
2021
Q3 		$135K Buy
4,002
+488
+14% +$16.8K 0.08% 225
2021
Q2 		$125K Buy
3,514
+13
+0.4% +$472 0.08% 245
2021
Q1 		$120K Buy
3,501
+9
+0.3% +$305 0.09% 225
2020
Q4 		$118K Sell
3,492
-610
-15% -$18.9K 0.1% 201
2020
Q3 		$117K Buy
+4,102
New +$119K 0.12% 179

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 $3.37T AUM 44.26% 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

Newbridge Financial Services Group's NLY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Annaly Capital Management (NLY) stake by 8.2% in Q2 2026, buying an estimated $200K and bringing the position to 119,071 shares worth $2.66M. The position accounts for 0.33% of the portfolio, ranked #67.

Newbridge Financial Services Group first reported a position in NLY in Q3 2020 and has held it in 23 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Newbridge Financial Services Group held 119,071 shares of Annaly Capital Management worth $2.66M as of Q2 2026.
  • Newbridge Financial Services Group bought 9,058 Annaly Capital Management shares in Q2 2026, an estimated $200K.
  • Annaly Capital Management made up 0.33% of Newbridge Financial Services Group's portfolio in Q2 2026, its #67 holding.
  • Newbridge Financial Services Group first reported a position in Annaly Capital Management in Q3 2020 and has held it in 23 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.