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Retirement Solution’s Annaly Capital Management NLY Stock Holding History

Retirement Solution’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 		$353K Hold
15,790
– – 0.07% 45
2026
Q1 		$334K Sell
15,790
-429
-3% -$9.77K 0.08% 36
2025
Q4 		$363K Buy
16,219
+601
+4% +$13.1K 0.08% 34
2025
Q3 		$316K Buy
+15,618
New +$324K 0.08% 27

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

Retirement Solution's NLY Position: Q2 2026 in Review

Retirement Solution held its Annaly Capital Management (NLY) position steady in Q2 2026 at 15,790 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #45.

Retirement Solution first reported a position in NLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $363K in Q4 2025. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Retirement Solution held 15,790 shares of Annaly Capital Management worth $353K as of Q2 2026.
  • Retirement Solution left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up 0.07% of Retirement Solution's portfolio in Q2 2026, its #45 holding.
  • Retirement Solution first reported a position in Annaly Capital Management in Q3 2025 and has held it in 4 quarters since.
  • Retirement Solution's Annaly Capital Management position peaked at $363K in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.