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Plante Moran Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Plante Moran 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 		$447 Buy
+20
New +$442 ﹤0.01% 1166
2025
Q3 		– Sell
-42
Closed -$790 – 843
2025
Q2 		$790 Buy
+42
New +$799 ﹤0.01% 708
2023
Q4 		– Sell
-817
Closed -$15.4K – 865
2023
Q3 		$15.4K Hold
817
– – ﹤0.01% 470
2023
Q2 		$16.4K Hold
817
– – ﹤0.01% 482
2023
Q1 		$15.6K Sell
817
-1,174
-59% -$24.8K ﹤0.01% 501
2022
Q4 		$42K Buy
1,991
+1,284
+182% +$25.3K 0.01% 335
2022
Q3 		$12K Buy
707
+21
+3% +$529 ﹤0.01% 557
2022
Q2 		$16K Buy
686
+23
+3% +$596 ﹤0.01% 516
2022
Q1 		$19K Buy
663
+35
+6% +$1.04K ﹤0.01% 506
2021
Q4 		$20K Buy
628
+16
+3% +$538 ﹤0.01% 560
2021
Q3 		$21K Buy
612
+15
+3% +$516 ﹤0.01% 552
2021
Q2 		$21K Sell
597
-236
-28% -$8.57K 0.01% 551
2021
Q1 		$29K Buy
833
+265
+47% +$8.98K 0.01% 469
2020
Q4 		$19K Buy
568
+17
+3% +$526 0.01% 541
2020
Q3 		$16K Buy
551
+16
+3% +$463 0.01% 540
2020
Q2 		$14K Buy
535
+20
+4% +$494 0.01% 490
2020
Q1 		$10K Buy
515
+13
+3% +$457 ﹤0.01% 499
2019
Q4 		$19K Sell
502
-82
-14% -$2.99K 0.01% 471
2019
Q3 		$21K Buy
584
+239
+69% +$8.61K 0.01% 486
2019
Q2 		$13K Buy
345
+10
+3% +$381 ﹤0.01% 534
2019
Q1 		$13K Buy
+335
New +$13.7K ﹤0.01% 524
2013
Q3 		– Sell
-25
Closed -$1K – 656
2013
Q2 		$1K Buy
+25
New +$1.46K ﹤0.01% 570

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

Plante Moran Financial Advisors's NLY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Annaly Capital Management (NLY) in Q2 2026: 20 shares worth $447. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NLY as recently as Q2 2025.

Plante Moran Financial Advisors first reported a position in NLY in Q2 2013 and has held it in 22 quarters since. The position peaked at $42K in Q4 2022. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Plante Moran Financial Advisors held 20 shares of Annaly Capital Management worth $447 as of Q2 2026.
  • Annaly Capital Management was a new Plante Moran Financial Advisors position in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1166 holding.
  • Plante Moran Financial Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 22 quarters since.
  • Plante Moran Financial Advisors's Annaly Capital Management position peaked at $42K in Q4 2022.
  • 787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.