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Principia Wealth Advisory’s Annaly Capital Management NLY Stock Holding History

Principia Wealth Advisory’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
2025
Q2 		– Sell
-28
Closed -$527 – 986
2025
Q1 		$527 Sell
28
-18
-39% -$370 ﹤0.01% 555
2024
Q4 		$842 Buy
+46
New +$899 ﹤0.01% 402

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principia Wealth Advisory's NLY Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 28 shares — an estimated $527 sold.

Principia Wealth Advisory first reported a position in NLY in Q4 2024 and held it in 2 quarters. The position peaked at $842 in Q4 2024. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 28 Annaly Capital Management shares in Q2 2025, an estimated $527.
  • Principia Wealth Advisory first reported a position in Annaly Capital Management in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Annaly Capital Management position peaked at $842 in Q4 2024.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.