Root Financial Partners’s Annaly Capital Management NLY Stock Holding History

Root Financial Partners’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	-1,330	Closed	-$28.1K	–	2196
2026 Q1	$28.1K	Buy	1,330 +1,136	+586%	+$25.9K	﹤0.01%	1153
2025 Q4	$4.34K	Buy	194 +106	+120%	+$2.31K	﹤0.01%	1805
2025 Q3	$1.78K	Buy	+88	New	+$1.82K	﹤0.01%	1973

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

Root Financial Partners's NLY Position: Q2 2026 in Review

Root Financial Partners sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 1,330 shares — an estimated $28.1K sold.

Root Financial Partners first reported a position in NLY in Q3 2025 and held it in 3 quarters. The position peaked at $28.1K in Q1 2026. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Root Financial Partners reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,330 Annaly Capital Management shares in Q2 2026, an estimated $28.1K.
Root Financial Partners first reported a position in Annaly Capital Management in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Annaly Capital Management position peaked at $28.1K in Q1 2026.
790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.