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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$492 Sell
22
-32
-59% -$707 ﹤0.01% 891
2026
Q1
$1.14K Buy
+54
New +$1.23K ﹤0.01% 672
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

Principia Wealth Advisory's NLY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Annaly Capital Management (NLY) stake by 59% in Q2 2026, selling an estimated $707 and leaving 22 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Principia Wealth Advisory first reported a position in NLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.14K in Q1 2026. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Principia Wealth Advisory held 22 shares of Annaly Capital Management worth $492 as of Q2 2026.
  • Principia Wealth Advisory sold 32 Annaly Capital Management shares in Q2 2026, an estimated $707.
  • Annaly Capital Management made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #891 holding.
  • Principia Wealth Advisory first reported a position in Annaly Capital Management in Q4 2024 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Annaly Capital Management position peaked at $1.14K in Q1 2026.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.