Private Wealth Management Group’s Annaly Capital Management NLY Stock Holding History

Private Wealth Management Group’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	$627	Hold	28	–	–	﹤0.01%	1390
2026 Q1	$593	Hold	28	–	–	﹤0.01%	1355
2025 Q4	$627	Sell	28 -2	-7%	-$44	﹤0.01%	1364
2025 Q3	$607	Hold	30	–	–	﹤0.01%	1402
2025 Q2	$565	Sell	30 -8	-21%	-$152	﹤0.01%	1404
2025 Q1	$772	Hold	38	–	–	﹤0.01%	1324
2024 Q4	$696	Sell	38 -92	-71%	-$1.8K	﹤0.01%	1381
2024 Q3	$2.61K	Buy	130 +92	+242%	+$1.84K	﹤0.01%	971
2024 Q2	$725	Hold	38	–	–	﹤0.01%	1365
2024 Q1	$749	Hold	38	–	–	﹤0.01%	1360
2023 Q4	$737	Buy	+38	New	+$678	﹤0.01%	1365

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

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

Private Wealth Management Group held its Annaly Capital Management (NLY) position steady in Q2 2026 at 28 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Private Wealth Management Group first reported a position in NLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61K in Q3 2024. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Private Wealth Management Group held 28 shares of Annaly Capital Management worth $627 as of Q2 2026.
Private Wealth Management Group left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1390 holding.
Private Wealth Management Group first reported a position in Annaly Capital Management in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Annaly Capital Management position peaked at $2.61K in Q3 2024.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.