Next Level Private’s Annaly Capital Management NLY Stock Holding History

Next Level Private’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	$266K	Buy	11,902 +356	+3%	+$7.86K	0.05%	152
2026 Q1	$244K	Buy	11,546 +325	+3%	+$7.4K	0.06%	156
2025 Q4	$251K	Buy	11,221 +367	+3%	+$7.99K	0.07%	142
2025 Q3	$222K	Buy	10,854 +335	+3%	+$6.95K	0.06%	144
2025 Q2	$198K	Buy	10,519 +356	+4%	+$6.77K	0.06%	147
2025 Q1	$206K	Buy	+10,163	New	+$209K	0.08%	134
2024 Q4	–	Sell	-10,300	Closed	-$207K	–	144
2024 Q3	$207K	Buy	+10,300	New	+$206K	0.08%	136
2023 Q4	–	Sell	-13,092	Closed	-$240K	–	110
2023 Q3	$240K	Buy	13,092 +394	+3%	+$7.83K	0.16%	92
2023 Q2	$248K	Hold	12,698	–	–	0.16%	89
2023 Q1	$243K	Hold	12,698	–	–	0.19%	56
2022 Q4	$280K	Hold	12,698	–	–	0.21%	82
2022 Q3	$220K	Buy	+12,698	New	+$320K	0.19%	77
2022 Q2	–	Sell	-8,712	Closed	-$245K	–	171
2022 Q1	$245K	Buy	8,712 +3,137	+56%	+$93.2K	0.2%	76
2021 Q4	$174K	Buy	+5,575	New	+$187K	0.15%	83

Other funds holding NLY

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

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

QCM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Next Level Private's NLY Position: Q2 2026 in Review

Next Level Private increased its Annaly Capital Management (NLY) stake by 3.1% in Q2 2026, buying an estimated $7.86K and bringing the position to 11,902 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #152.

Next Level Private first reported a position in NLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $280K in Q4 2022. 106 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Next Level Private held 11,902 shares of Annaly Capital Management worth $266K as of Q2 2026.
Next Level Private bought 356 Annaly Capital Management shares in Q2 2026, an estimated $7.86K.
Annaly Capital Management made up 0.05% of Next Level Private's portfolio in Q2 2026, its #152 holding.
Next Level Private first reported a position in Annaly Capital Management in Q4 2021 and has held it in 14 quarters since.
Next Level Private's Annaly Capital Management position peaked at $280K in Q4 2022.
106 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.