Personal CFO Solutions’s Annaly Capital Management NLY Stock Holding History

Personal CFO Solutions’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	$288K	Buy	12,472 +594	+5%	+$13.1K	0.04%	410
2026 Q1	$260K	Buy	11,878 +89	+0.8%	+$2.03K	0.04%	428
2025 Q4	$264K	Sell	11,789 -392	-3%	-$8.53K	0.04%	415
2025 Q3	$246K	Buy	+12,181	New	+$253K	0.04%	423
2025 Q2	–	Sell	-10,897	Closed	-$221K	–	503
2025 Q1	$221K	Buy	+10,897	New	+$224K	0.04%	403
2022 Q3	–	Sell	-2,919	Closed	-$69K	–	452
2022 Q2	$69K	Sell	2,919 -175	-6%	-$4.53K	0.02%	417
2022 Q1	$87K	Buy	+3,094	New	+$92K	0.02%	453
2021 Q3	–	Sell	-2,748	Closed	-$98K	–	466
2021 Q2	$98K	Buy	+2,748	New	+$99.8K	0.02%	423

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

Personal CFO Solutions's NLY Position: Q2 2026 in Review

Personal CFO Solutions increased its Annaly Capital Management (NLY) stake by 5% in Q2 2026, buying an estimated $13.1K and bringing the position to 12,472 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #410.

Personal CFO Solutions first reported a position in NLY in Q2 2021 and has held it in 8 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Personal CFO Solutions held 12,472 shares of Annaly Capital Management worth $288K as of Q2 2026.
Personal CFO Solutions bought 594 Annaly Capital Management shares in Q2 2026, an estimated $13.1K.
Annaly Capital Management made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #410 holding.
Personal CFO Solutions first reported a position in Annaly Capital Management in Q2 2021 and has held it in 8 quarters since.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.