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

Royal Capital 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 		$345K Buy
15,434
+298
+2% +$6.58K 0.19% 65
2026
Q1 		$320K Buy
15,136
+286
+2% +$6.51K 0.2% 67
2025
Q4 		$332K Buy
14,850
+4,950
+50% +$108K 0.2% 69
2025
Q3 		$200K Buy
+9,900
New +$205K 0.12% 87

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

Royal Capital Wealth Management's NLY Position: Q2 2026 in Review

Royal Capital Wealth Management increased its Annaly Capital Management (NLY) stake by 2% in Q2 2026, buying an estimated $6.58K and bringing the position to 15,434 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #65.

Royal Capital Wealth Management first reported a position in NLY in Q3 2025 and has held it in 4 quarters since. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Royal Capital Wealth Management held 15,434 shares of Annaly Capital Management worth $345K as of Q2 2026.
  • Royal Capital Wealth Management bought 298 Annaly Capital Management shares in Q2 2026, an estimated $6.58K.
  • Annaly Capital Management made up 0.19% of Royal Capital Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Royal Capital Wealth Management first reported a position in Annaly Capital Management in Q3 2025 and has held it in 4 quarters since.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.