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Retirement Wealth Solutions’s Annaly Capital Management NLY Stock Holding History

Retirement Wealth Solutions’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 		$5.12K Buy
229
+20
+10% +$442 ﹤0.01% 334
2026
Q1 		$4.42K Buy
209
+29
+16% +$661 ﹤0.01% 344
2025
Q4 		$4.03K Hold
180
– – ﹤0.01% 344
2025
Q3 		$3.64K Buy
+180
New +$3.73K ﹤0.01% 360

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 Wealth Solutions's NLY Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Annaly Capital Management (NLY) stake by 9.6% in Q2 2026, buying an estimated $442 and bringing the position to 229 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Retirement Wealth Solutions first reported a position in NLY in Q3 2025 and has held it in 4 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Retirement Wealth Solutions held 229 shares of Annaly Capital Management worth $5.12K as of Q2 2026.
  • Retirement Wealth Solutions bought 20 Annaly Capital Management shares in Q2 2026, an estimated $442.
  • Annaly Capital Management made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #334 holding.
  • Retirement Wealth Solutions first reported a position in Annaly Capital Management in Q3 2025 and has held it in 4 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.