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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
Q3 		$309K Buy
16,357
+567
+4% +$12.7K 0.07% 38
2026
Q2 		$353K Hold
15,790
– – 0.16% 35
2026
Q1 		$334K Sell
15,790
-429
-3% -$9.8K 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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Retirement Solution's NLY Position: Q3 2026 in Review

Retirement Solution increased its Annaly Capital Management (NLY) stake by 3.6% in Q3 2026, buying an estimated $12.7K and bringing the position to 16,357 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #38.

Retirement Solution first reported a position in NLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $363K in Q4 2025. 294 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Retirement Solution held 16,357 shares of Annaly Capital Management worth $309K as of Q3 2026.
  • Retirement Solution bought 567 Annaly Capital Management shares in Q3 2026, an estimated $12.7K.
  • Annaly Capital Management made up 0.07% of Retirement Solution's portfolio in Q3 2026, its #38 holding.
  • Retirement Solution first reported a position in Annaly Capital Management in Q3 2025 and has held it in 5 quarters since.
  • Retirement Solution's Annaly Capital Management position peaked at $363K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.