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S Harris Financial Group’s Annaly Capital Management NLY Stock Holding History

S Harris Financial Group’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 		$274K Sell
12,254
-113
-0.9% -$2.5K 0.21% 85
2026
Q1 		$262K Buy
12,367
+2,459
+25% +$56K 0.24% 77
2025
Q4 		$222K Buy
+9,908
New +$216K 0.21% 81

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

S Harris Financial Group's NLY Position: Q2 2026 in Review

S Harris Financial Group reduced its Annaly Capital Management (NLY) stake by 0.91% in Q2 2026, selling an estimated $2.5K and leaving 12,254 shares worth $274K. The position accounts for 0.21% of the portfolio, ranked #85.

S Harris Financial Group first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • S Harris Financial Group held 12,254 shares of Annaly Capital Management worth $274K as of Q2 2026.
  • S Harris Financial Group sold 113 Annaly Capital Management shares in Q2 2026, an estimated $2.5K.
  • Annaly Capital Management made up 0.21% of S Harris Financial Group's portfolio in Q2 2026, its #85 holding.
  • S Harris Financial Group first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.