Prevail Innovative Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Prevail Innovative Wealth 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	$7.67M	Buy	343,174 +126,922	+59%	+$2.8M	1.14%	27
2026 Q1	$4.57M	Buy	+216,252	New	+$4.93M	0.77%	55
2025 Q3	–	Sell	-104,935	Closed	-$1.97M	–	226
2025 Q2	$1.97M	Buy	+104,935	New	+$2M	0.44%	73
2025 Q1	–	Sell	-92,433	Closed	-$1.69M	–	189
2024 Q4	$1.69M	Buy	92,433 +17,814	+24%	+$348K	0.49%	67
2024 Q3	$1.5M	Sell	74,619 -65,355	-47%	-$1.31M	0.46%	75
2024 Q2	$2.67M	Buy	139,974 +52,158	+59%	+$1.01M	0.94%	46
2024 Q1	$1.73M	Buy	+87,816	New	+$1.69M	0.64%	69

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

Prevail Innovative Wealth Advisors's NLY Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Annaly Capital Management (NLY) stake by 59% in Q2 2026, buying an estimated $2.8M and bringing the position to 343,174 shares worth $7.67M. The position accounts for 1.14% of the portfolio, ranked #27.

Prevail Innovative Wealth Advisors first reported a position in NLY in Q1 2024 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Prevail Innovative Wealth Advisors held 343,174 shares of Annaly Capital Management worth $7.67M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 126,922 Annaly Capital Management shares in Q2 2026, an estimated $2.8M.
Annaly Capital Management made up 1.14% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Prevail Innovative Wealth Advisors first reported a position in Annaly Capital Management in Q1 2024 and has held it in 7 quarters since.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.