PFG Investments’s Annaly Capital Management NLY Stock Holding History

PFG Investments’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	$2.43M	Sell	108,791 -17,146	-14%	-$379K	0.09%	181
2026 Q1	$2.66M	Buy	125,937 +15,176	+14%	+$346K	0.12%	149
2025 Q4	$2.48M	Buy	110,761 +14,735	+15%	+$321K	0.12%	158
2025 Q3	$1.94M	Buy	96,026 +4,449	+5%	+$92.3K	0.1%	190
2025 Q2	$1.72M	Buy	91,577 +1,297	+1%	+$24.7K	0.1%	189
2025 Q1	$1.83M	Sell	90,280 -30,225	-25%	-$622K	0.12%	174
2024 Q4	$2.21M	Buy	120,505 +13,446	+13%	+$263K	0.14%	137
2024 Q3	$2.15M	Buy	107,059 +3,130	+3%	+$62.7K	0.14%	143
2024 Q2	$1.98M	Buy	103,929 +15,515	+18%	+$301K	0.14%	144
2024 Q1	$1.74M	Buy	88,414 +52,372	+145%	+$1.01M	0.11%	223
2023 Q4	$698K	Buy	36,042 +14,728	+69%	+$263K	0.13%	178
2023 Q3	$401K	Buy	21,314 +4,595	+27%	+$91.3K	0.08%	281
2023 Q2	$335K	Buy	16,719 +942	+6%	+$18.3K	0.06%	346
2023 Q1	$302K	Buy	+15,777	New	+$333K	0.06%	342

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

PFG Investments's NLY Position: Q2 2026 in Review

PFG Investments reduced its Annaly Capital Management (NLY) stake by 14% in Q2 2026, selling an estimated $379K and leaving 108,791 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #181.

PFG Investments first reported a position in NLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.66M in Q1 2026. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

PFG Investments held 108,791 shares of Annaly Capital Management worth $2.43M as of Q2 2026.
PFG Investments sold 17,146 Annaly Capital Management shares in Q2 2026, an estimated $379K.
Annaly Capital Management made up 0.09% of PFG Investments's portfolio in Q2 2026, its #181 holding.
PFG Investments first reported a position in Annaly Capital Management in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Annaly Capital Management position peaked at $2.66M in Q1 2026.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.