NWF Advisory Services’s Annaly Capital Management NLY Stock Holding History

NWF Advisory Services’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 Q3	$247K	Sell	13,054 -500	-4%	-$11.2K	0.02%	348
2026 Q2	$303K	Hold	13,554	–	–	0.03%	310
2026 Q1	$287K	Hold	13,554	–	–	0.03%	298
2025 Q4	$303K	Sell	13,554 -840	-6%	-$18.3K	0.03%	284
2025 Q3	$291K	Buy	14,394 +1,000	+7%	+$20.7K	0.03%	300
2025 Q2	$252K	Buy	13,394 +1,373	+11%	+$26.1K	0.03%	329
2025 Q1	$244K	Sell	12,021 -1,943	-14%	-$40K	0.03%	282
2024 Q4	$269K	Buy	13,964 +2,395	+21%	+$46.8K	0.04%	207
2024 Q3	$232K	Sell	11,569 -338	-3%	-$6.77K	0.03%	276
2024 Q2	$227K	Hold	11,907	–	–	0.04%	262
2024 Q1	$234K	Hold	11,907	–	–	0.04%	259
2023 Q4	$231K	Sell	11,907 -320	-3%	-$5.71K	0.05%	238
2023 Q3	$230K	Sell	12,227 -213	-2%	-$4.23K	0.05%	219
2023 Q2	$249K	Hold	12,440	–	–	0.06%	206
2023 Q1	$249K	Buy	+12,440	New	+$262K	0.06%	205

Other funds holding NLY

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

NWF Advisory Services's NLY Position: Q3 2026 in Review

NWF Advisory Services reduced its Annaly Capital Management (NLY) stake by 3.7% in Q3 2026, selling an estimated $11.2K and leaving 13,054 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #348.

NWF Advisory Services first reported a position in NLY in Q1 2023 and has held it in 15 quarters since. The position peaked at $303K in Q2 2026. 222 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

NWF Advisory Services held 13,054 shares of Annaly Capital Management worth $247K as of Q3 2026.
NWF Advisory Services sold 500 Annaly Capital Management shares in Q3 2026, an estimated $11.2K.
Annaly Capital Management made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #348 holding.
NWF Advisory Services first reported a position in Annaly Capital Management in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Annaly Capital Management position peaked at $303K in Q2 2026.
222 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.