ORG Wealth Partners’s Annaly Capital Management NLY Stock Holding History

ORG Wealth Partners’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	$36.2K	Hold	1,621	–	–	0.01%	378
2026 Q1	$34.3K	Hold	1,621	–	–	0.01%	361
2025 Q4	$36.2K	Hold	1,621	–	–	0.01%	343
2025 Q3	$32.8K	Hold	1,621	–	–	0.01%	344
2025 Q2	$30.9K	Hold	1,621	–	–	0.01%	363
2025 Q1	$32.6K	Sell	1,621 -786,715	-100%	-$16.2M	0.01%	384
2024 Q4	$14.4M	Buy	788,336 +773,215	+5,114%	+$15.1M	4.45%	4
2024 Q3	$303K	Buy	+15,121	New	+$303K	0.1%	92

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Wealth Partners's NLY Position: Q2 2026 in Review

ORG Wealth Partners held its Annaly Capital Management (NLY) position steady in Q2 2026 at 1,621 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #378.

ORG Wealth Partners first reported a position in NLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.4M in Q4 2024. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

ORG Wealth Partners held 1,621 shares of Annaly Capital Management worth $36.2K as of Q2 2026.
ORG Wealth Partners left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #378 holding.
ORG Wealth Partners first reported a position in Annaly Capital Management in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Annaly Capital Management position peaked at $14.4M in Q4 2024.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.