Peak Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Peak Financial 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	$515K	Buy	23,011 +541	+2%	+$11.9K	0.21%	60
2026 Q1	$475K	Buy	+22,470	New	+$512K	0.21%	60
2022 Q4	–	Sell	-16,634	Closed	-$285K	–	72
2022 Q3	$285K	Sell	16,634 -4,627	-22%	-$117K	0.35%	48
2022 Q2	$503K	Buy	21,261 +5,087	+31%	+$132K	0.5%	42
2022 Q1	$455K	Buy	16,174 +1,332	+9%	+$39.6K	0.39%	54
2021 Q4	$464K	Buy	14,842 +1,228	+9%	+$41.3K	0.36%	49
2021 Q3	$459K	Sell	13,614 -7,297	-35%	-$251K	0.4%	42
2021 Q2	$743K	Sell	20,911 -547	-3%	-$19.9K	0.64%	40
2021 Q1	$738K	Buy	21,458 +8,573	+67%	+$290K	0.62%	41
2020 Q4	$436K	Buy	+12,885	New	+$399K	0.38%	46

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

Peak Financial Advisors's NLY Position: Q2 2026 in Review

Peak Financial Advisors increased its Annaly Capital Management (NLY) stake by 2.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 23,011 shares worth $515K. The position accounts for 0.21% of the portfolio, ranked #60.

Peak Financial Advisors first reported a position in NLY in Q4 2020 and has held it in 10 quarters since. The position peaked at $743K in Q2 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Peak Financial Advisors held 23,011 shares of Annaly Capital Management worth $515K as of Q2 2026.
Peak Financial Advisors bought 541 Annaly Capital Management shares in Q2 2026, an estimated $11.9K.
Annaly Capital Management made up 0.21% of Peak Financial Advisors's portfolio in Q2 2026, its #60 holding.
Peak Financial Advisors first reported a position in Annaly Capital Management in Q4 2020 and has held it in 10 quarters since.
Peak Financial Advisors's Annaly Capital Management position peaked at $743K in Q2 2021.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.