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NorthAvenue LLC’s Annaly Capital Management NLY Stock Holding History

NorthAvenue LLC’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 		$3.13K Hold
140
– – ﹤0.01% 196
2026
Q1 		$2.96K Hold
140
– – ﹤0.01% 170
2025
Q4 		$3.13K Buy
+140
New +$3.05K ﹤0.01% 181

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

NorthAvenue LLC's NLY Position: Q2 2026 in Review

NorthAvenue LLC held its Annaly Capital Management (NLY) position steady in Q2 2026 at 140 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

NorthAvenue LLC first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • NorthAvenue LLC held 140 shares of Annaly Capital Management worth $3.13K as of Q2 2026.
  • NorthAvenue LLC left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #196 holding.
  • NorthAvenue LLC first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.