Prestige Wealth Management Group’s Annaly Capital Management NLY Stock Holding History

Prestige Wealth Management Group’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	$4.07K	Buy	176 +103	+141%	+$2.27K	﹤0.01%	626
2026 Q1	$1.6K	Buy	73 +12	+20%	+$273	﹤0.01%	783
2025 Q4	$1.41K	Hold	61	–	–	﹤0.01%	825
2025 Q3	$1.28K	Hold	61	–	–	﹤0.01%	818
2025 Q2	$1.19K	Hold	61	–	–	﹤0.01%	830
2025 Q1	$1.28K	Hold	61	–	–	﹤0.01%	812
2024 Q4	$1.16K	Sell	61 -8	-12%	-$156	﹤0.01%	861
2024 Q3	$1.43K	Buy	69 +8	+13%	+$160	﹤0.01%	832
2024 Q2	$1.2K	Hold	61	–	–	﹤0.01%	807
2024 Q1	$1.24K	Hold	61	–	–	﹤0.01%	841
2023 Q4	$1.22K	Hold	61	–	–	﹤0.01%	840
2023 Q3	$1.19K	Hold	61	–	–	﹤0.01%	850
2023 Q2	$1.26K	Hold	61	–	–	﹤0.01%	868
2023 Q1	$1.21K	Hold	61	–	–	﹤0.01%	862
2022 Q4	$1.34K	Sell	61 -58	-49%	-$1.14K	﹤0.01%	914
2022 Q3	$2K	Sell	119 -109	-48%	-$2.75K	﹤0.01%	757
2022 Q2	$5K	Buy	+228	New	+$5.91K	﹤0.01%	593
2021 Q4	–	Sell	-93	Closed	-$3K	–	1038
2021 Q3	$3K	Hold	93	–	–	﹤0.01%	740
2021 Q2	$3K	Sell	93 -16	-15%	-$581	﹤0.01%	738
2021 Q1	$4K	Hold	109	–	–	﹤0.01%	669
2020 Q4	$4K	Hold	109	–	–	﹤0.01%	639
2020 Q3	$3K	Hold	109	–	–	﹤0.01%	629
2020 Q2	$3K	Sell	109 -724	-87%	-$17.9K	﹤0.01%	624
2020 Q1	$17K	Buy	+833	New	+$29.3K	0.01%	309
2019 Q1	–	Sell	-27	Closed	-$1K	–	912
2018 Q4	$1K	Buy	+27	New	+$1.08K	﹤0.01%	1081

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

Prestige Wealth Management Group's NLY Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Annaly Capital Management (NLY) stake by 141% in Q2 2026, buying an estimated $2.27K and bringing the position to 176 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Prestige Wealth Management Group first reported a position in NLY in Q4 2018 and has held it in 25 quarters since. The position peaked at $17K in Q1 2020. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Prestige Wealth Management Group held 176 shares of Annaly Capital Management worth $4.07K as of Q2 2026.
Prestige Wealth Management Group bought 103 Annaly Capital Management shares in Q2 2026, an estimated $2.27K.
Annaly Capital Management made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #626 holding.
Prestige Wealth Management Group first reported a position in Annaly Capital Management in Q4 2018 and has held it in 25 quarters since.
Prestige Wealth Management Group's Annaly Capital Management position peaked at $17K in Q1 2020.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.