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Principal Securities’s Annaly Capital Management NLY Stock Holding History

Principal Securities’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 		$1.75M Buy
78,369
+5,415
+7% +$120K 0.02% 601
2026
Q1 		$1.54M Buy
72,954
+1,991
+3% +$45.3K 0.02% 589
2025
Q4 		$1.59M Sell
70,963
-8,942
-11% -$195K 0.02% 547
2025
Q3 		$1.61M Buy
79,905
+15,303
+24% +$317K 0.03% 514
2025
Q2 		$1.22M Buy
64,602
+10,544
+20% +$200K 0.02% 558
2025
Q1 		$989K Buy
54,058
+65
+0.1% +$1.34K 0.02% 559
2024
Q4 		$988K Buy
53,993
+1,451
+3% +$28.3K 0.02% 555
2024
Q3 		$1.05M Buy
52,542
+3,498
+7% +$70.1K 0.03% 510
2024
Q2 		$935K Sell
49,044
-409
-0.8% -$7.94K 0.03% 492
2024
Q1 		$974K Buy
49,453
+3,139
+7% +$60.5K 0.03% 459
2023
Q4 		$897K Buy
+46,314
New +$826K 0.03% 440

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

Principal Securities's NLY Position: Q2 2026 in Review

Principal Securities increased its Annaly Capital Management (NLY) stake by 7.4% in Q2 2026, buying an estimated $120K and bringing the position to 78,369 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #601.

Principal Securities first reported a position in NLY in Q4 2023 and has held it in 11 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Principal Securities held 78,369 shares of Annaly Capital Management worth $1.75M as of Q2 2026.
  • Principal Securities bought 5,415 Annaly Capital Management shares in Q2 2026, an estimated $120K.
  • Annaly Capital Management made up 0.02% of Principal Securities's portfolio in Q2 2026, its #601 holding.
  • Principal Securities first reported a position in Annaly Capital Management in Q4 2023 and has held it in 11 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.