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Old Port Advisors’s Annaly Capital Management NLY Stock Holding History

Old Port Advisors’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 		$517K Sell
23,107
-2,187
-9% -$48.3K 0.1% 169
2026
Q1 		$535K Sell
25,294
-5,086
-17% -$116K 0.12% 156
2025
Q4 		$679K Sell
30,380
-5,849
-16% -$127K 0.17% 136
2025
Q3 		$732K Sell
36,229
-13,919
-28% -$289K 0.18% 131
2025
Q2 		$944K Sell
50,148
-21,380
-30% -$407K 0.26% 106
2025
Q1 		$1.45M Sell
71,528
-5,578
-7% -$115K 0.43% 80
2024
Q4 		$1.41M Sell
77,106
-467
-0.6% -$9.12K 0.41% 81
2024
Q3 		$1.56M Sell
77,573
-971
-1% -$19.4K 0.43% 82
2024
Q2 		$1.5M Buy
78,544
+2,024
+3% +$39.3K 0.45% 78
2024
Q1 		$1.51M Buy
76,520
+13,347
+21% +$257K 0.46% 76
2023
Q4 		$1.22M Buy
63,173
+122
+0.2% +$2.18K 0.41% 84
2023
Q3 		$1.19M Buy
+63,051
New +$1.25M 0.43% 84
2023
Q1 		$1.03M Buy
53,736
+7,422
+16% +$157K 0.37% 94
2022
Q4 		$976K Buy
46,314
+5,060
+12% +$99.6K 0.37% 96
2022
Q3 		$715K Buy
41,254
+2,489
+6% +$62.7K 0.28% 113
2022
Q2 		$961K Buy
38,765
+4,515
+13% +$117K 0.37% 93
2022
Q1 		$967K Buy
34,250
+3,721
+12% +$111K 0.33% 95
2021
Q4 		$973K Buy
30,529
+1,702
+6% +$57.2K 0.33% 96
2021
Q3 		$977K Buy
28,827
+5,811
+25% +$200K 0.35% 92
2021
Q2 		$775K Buy
23,016
+18,562
+417% +$674K 0.28% 109
2021
Q1 		$153K Buy
+4,454
New +$151K 0.06% 209

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

Old Port Advisors's NLY Position: Q2 2026 in Review

Old Port Advisors reduced its Annaly Capital Management (NLY) stake by 8.6% in Q2 2026, selling an estimated $48.3K and leaving 23,107 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #169.

Old Port Advisors first reported a position in NLY in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.56M in Q3 2024. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Old Port Advisors held 23,107 shares of Annaly Capital Management worth $517K as of Q2 2026.
  • Old Port Advisors sold 2,187 Annaly Capital Management shares in Q2 2026, an estimated $48.3K.
  • Annaly Capital Management made up 0.1% of Old Port Advisors's portfolio in Q2 2026, its #169 holding.
  • Old Port Advisors first reported a position in Annaly Capital Management in Q1 2021 and has held it in 21 quarters since.
  • Old Port Advisors's Annaly Capital Management position peaked at $1.56M in Q3 2024.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.