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SageGuard Financial Group’s Annaly Capital Management NLY Stock Holding History

SageGuard 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 		$261K Buy
11,673
+113
+1% +$2.5K 0.04% 181
2026
Q1 		$244K Buy
+11,560
New +$263K 0.04% 172
2021
Q3 		– Sell
-4,050
Closed -$144K – 91
2021
Q2 		$144K Buy
+4,050
New +$147K 0.07% 137

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SageGuard Financial Group's NLY Position: Q2 2026 in Review

SageGuard Financial Group increased its Annaly Capital Management (NLY) stake by 0.98% in Q2 2026, buying an estimated $2.5K and bringing the position to 11,673 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #181.

SageGuard Financial Group first reported a position in NLY in Q2 2021 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • SageGuard Financial Group held 11,673 shares of Annaly Capital Management worth $261K as of Q2 2026.
  • SageGuard Financial Group bought 113 Annaly Capital Management shares in Q2 2026, an estimated $2.5K.
  • Annaly Capital Management made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #181 holding.
  • SageGuard Financial Group first reported a position in Annaly Capital Management in Q2 2021 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.