Savant Capital’s Annaly Capital Management NLY Stock Holding History

Savant Capital’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	$615K	Buy	+27,384	New	+$605K	﹤0.01%	1116
2022 Q3	–	Sell	-5,937	Closed	-$140K	–	565
2022 Q2	$140K	Buy	5,937 +296	+5%	+$7.67K	﹤0.01%	533
2022 Q1	$159K	Buy	5,641 +827	+17%	+$24.6K	0.01%	552
2021 Q4	$151K	Sell	4,814 -3	-0.1%	-$101	﹤0.01%	549
2021 Q3	$162K	Buy	4,817 +209	+5%	+$7.19K	0.01%	508
2021 Q2	$164K	Buy	4,608 +5	+0.1%	+$182	0.01%	483
2021 Q1	$158K	Sell	4,603 -574	-11%	-$19.4K	0.01%	455
2020 Q4	$175K	Buy	5,177 +97	+2%	+$3K	0.01%	423
2020 Q3	$145K	Buy	5,080 +90	+2%	+$2.6K	0.01%	390
2020 Q2	$131K	Buy	4,990 +120	+2%	+$2.96K	0.01%	389
2020 Q1	$99K	Buy	+4,870	New	+$171K	0.01%	362

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 $3.38T AUM 44.17% 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

Savant Capital's NLY Position: Q2 2026 in Review

Savant Capital opened a new position in Annaly Capital Management (NLY) in Q2 2026: 27,384 shares worth $615K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Savant Capital previously reported a position in NLY as recently as Q2 2022.

Savant Capital first reported a position in NLY in Q1 2020 and has held it in 11 quarters since. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Savant Capital held 27,384 shares of Annaly Capital Management worth $615K as of Q2 2026.
Annaly Capital Management was a new Savant Capital position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1116 holding.
Savant Capital first reported a position in Annaly Capital Management in Q1 2020 and has held it in 11 quarters since.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.