One Charles Private Wealth Services’s Annaly Capital Management NLY Stock Holding History

One Charles Private Wealth 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 Q2	$224K	Hold	10,000	–	–	0.05%	162
2026 Q1	$212K	Hold	10,000	–	–	0.05%	152
2025 Q4	$224K	Sell	10,000 -37	-0.4%	-$806	0.06%	151
2025 Q3	$203K	Buy	10,037 +37	+0.4%	+$767	0.05%	160
2025 Q2	$188K	Hold	10,000	–	–	0.05%	157
2025 Q1	$203K	Hold	10,000	–	–	0.07%	138
2024 Q4	$183K	Hold	10,000	–	–	0.06%	150
2024 Q3	$201K	Buy	+10,000	New	+$200K	0.08%	148

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

One Charles Private Wealth Services's NLY Position: Q2 2026 in Review

One Charles Private Wealth Services held its Annaly Capital Management (NLY) position steady in Q2 2026 at 10,000 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #162.

One Charles Private Wealth Services first reported a position in NLY in Q3 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

One Charles Private Wealth Services held 10,000 shares of Annaly Capital Management worth $224K as of Q2 2026.
One Charles Private Wealth Services left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.05% of One Charles Private Wealth Services's portfolio in Q2 2026, its #162 holding.
One Charles Private Wealth Services first reported a position in Annaly Capital Management in Q3 2024 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.