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NorthCrest Asset Manangement’s Annaly Capital Management NLY Stock Holding History

NorthCrest Asset Manangement’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 		$256K Buy
+11,257
New +$249K 0.01% 777
2026
Q1 		– Sell
-13,655
Closed -$311K – 837
2025
Q4 		$311K Buy
+13,655
New +$297K 0.01% 675

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NorthCrest Asset Manangement's NLY Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Annaly Capital Management (NLY) in Q2 2026: 11,257 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in NLY as recently as Q4 2025.

NorthCrest Asset Manangement first reported a position in NLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $311K in Q4 2025. 445 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • NorthCrest Asset Manangement held 11,257 shares of Annaly Capital Management worth $256K as of Q2 2026.
  • Annaly Capital Management was a new NorthCrest Asset Manangement position in Q2 2026.
  • Annaly Capital Management made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #777 holding.
  • NorthCrest Asset Manangement first reported a position in Annaly Capital Management in Q4 2025 and has held it in 2 quarters since.
  • NorthCrest Asset Manangement's Annaly Capital Management position peaked at $311K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.