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Osbon Capital Management’s Annaly Capital Management NLY Stock Holding History

Osbon Capital Management’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 		$30.7K Sell
1,371
-1,937
-59% -$42.8K 0.02% 160
2026
Q1 		$70K Buy
+3,308
New +$75.3K 0.06% 133

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

Osbon Capital Management's NLY Position: Q2 2026 in Review

Osbon Capital Management reduced its Annaly Capital Management (NLY) stake by 59% in Q2 2026, selling an estimated $42.8K and leaving 1,371 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #160.

Osbon Capital Management first reported a position in NLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $70K in Q1 2026. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Osbon Capital Management held 1,371 shares of Annaly Capital Management worth $30.7K as of Q2 2026.
  • Osbon Capital Management sold 1,937 Annaly Capital Management shares in Q2 2026, an estimated $42.8K.
  • Annaly Capital Management made up 0.02% of Osbon Capital Management's portfolio in Q2 2026, its #160 holding.
  • Osbon Capital Management first reported a position in Annaly Capital Management in Q1 2026 and has held it in 2 quarters since.
  • Osbon Capital Management's Annaly Capital Management position peaked at $70K in Q1 2026.
  • 787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.