Private Wealth Asset Management’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
$53.7K Buy
2,400
+2,000
+500% +$44.2K 0.01% 419
2026
Q1
$8.46K Hold
400
﹤0.01% 725
2025
Q4
$8.94K Hold
400
﹤0.01% 699
2025
Q3
$8.08K Buy
+400
New +$8.3K ﹤0.01% 688

Other funds holding NLY

Private Wealth Asset Management's NLY Position: Q2 2026 in Review

Private Wealth Asset Management increased its Annaly Capital Management (NLY) stake by 500% in Q2 2026, buying an estimated $44.2K and bringing the position to 2,400 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #419.

Private Wealth Asset Management first reported a position in NLY in Q3 2025 and has held it in 4 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Private Wealth Asset Management held 2,400 shares of Annaly Capital Management worth $53.7K as of Q2 2026.
  • Private Wealth Asset Management bought 2,000 Annaly Capital Management shares in Q2 2026, an estimated $44.2K.
  • Annaly Capital Management made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #419 holding.
  • Private Wealth Asset Management first reported a position in Annaly Capital Management in Q3 2025 and has held it in 4 quarters since.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.