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Ritholtz Wealth Management’s Annaly Capital Management NLY Stock Holding History

Ritholtz Wealth Management’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 		– Sell
-14,141
Closed -$299K – 1362
2026
Q1 		$299K Sell
14,141
-196
-1% -$4.46K 0.01% 978
2025
Q4 		$321K Sell
14,337
-4,344
-23% -$94.6K 0.01% 864
2025
Q3 		$378K Sell
18,681
-4,413
-19% -$91.5K 0.01% 762
2025
Q2 		$435K Sell
23,094
-627
-3% -$11.9K 0.01% 677
2025
Q1 		$482K Buy
23,721
+2,726
+13% +$56.1K 0.01% 598
2024
Q4 		$384K Buy
20,995
+5,651
+37% +$110K 0.01% 639
2024
Q3 		$308K Buy
15,344
+465
+3% +$9.31K 0.01% 693
2024
Q2 		$284K Buy
14,879
+21
+0.1% +$408 0.01% 666
2024
Q1 		$293K Buy
14,858
+19
+0.1% +$366 0.01% 642
2023
Q4 		$287K Buy
14,839
+24
+0.2% +$428 0.01% 607
2023
Q3 		$279K Buy
14,815
+16
+0.1% +$318 0.01% 563
2023
Q2 		$296K Buy
+14,799
New +$288K 0.01% 542
2020
Q4 		– Sell
-9,209
Closed -$262K – 419
2020
Q3 		$262K Buy
+9,209
New +$267K 0.03% 228
2017
Q3 		– Sell
-3,250
Closed -$157K – 81
2017
Q2 		$157K Buy
+3,250
New +$153K 0.07% 69
2016
Q4 		$130K Buy
+3,250
New +$132K 0.07% 70

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

Ritholtz Wealth Management's NLY Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 14,141 shares — an estimated $299K sold.

Ritholtz Wealth Management first reported a position in NLY in Q4 2016 and held it in 15 quarters. The position peaked at $482K in Q1 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 14,141 Annaly Capital Management shares in Q2 2026, an estimated $299K.
  • Ritholtz Wealth Management first reported a position in Annaly Capital Management in Q4 2016 and held it in 15 quarters.
  • Ritholtz Wealth Management's Annaly Capital Management position peaked at $482K in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.