Paragon Capital Management (Utah)’s Annaly Capital Management NLY Stock Holding History

Paragon Capital Management (Utah)’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	$213K	Hold	9,532	–	–	0.16%	70
2026 Q1	$202K	Hold	9,532	–	–	0.17%	68
2025 Q4	$213K	Buy	+9,532	New	+$208K	0.16%	71
2023 Q1	–	Sell	-37,134	Closed	-$783K	–	76
2022 Q4	$783K	Buy	37,134 +5,366	+17%	+$106K	0.73%	50
2022 Q3	$545K	Buy	31,768 +945	+3%	+$23.8K	0.53%	55
2022 Q2	$729K	Buy	30,823 +206	+0.7%	+$5.34K	0.74%	49
2022 Q1	$862K	Buy	30,617 +3,397	+12%	+$101K	0.8%	50
2021 Q4	$851K	Buy	+27,220	New	+$915K	0.73%	49

Other funds holding NLY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Paragon Capital Management (Utah)'s NLY Position: Q2 2026 in Review

Paragon Capital Management (Utah) held its Annaly Capital Management (NLY) position steady in Q2 2026 at 9,532 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #70.

Paragon Capital Management (Utah) first reported a position in NLY in Q4 2021 and has held it in 8 quarters since. The position peaked at $862K in Q1 2022. 412 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Paragon Capital Management (Utah) held 9,532 shares of Annaly Capital Management worth $213K as of Q2 2026.
Paragon Capital Management (Utah) left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up 0.16% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #70 holding.
Paragon Capital Management (Utah) first reported a position in Annaly Capital Management in Q4 2021 and has held it in 8 quarters since.
Paragon Capital Management (Utah)'s Annaly Capital Management position peaked at $862K in Q1 2022.
412 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.