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Savvy Advisors Inc’s Annaly Capital Management NLY Stock Holding History

Savvy Advisors Inc’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 		$912K Sell
40,785
-3,448
-8% -$76.1K 0.02% 552
2026
Q1 		$936K Buy
44,233
+782
+2% +$17.8K 0.03% 453
2025
Q4 		$972K Buy
43,451
+6,503
+18% +$142K 0.03% 366
2025
Q3 		$747K Buy
36,948
+1,231
+3% +$25.5K 0.03% 326
2025
Q2 		$672K Buy
35,717
+75
+0.2% +$1.43K 0.04% 293
2025
Q1 		$724K Sell
35,642
-1,998
-5% -$41.1K 0.07% 217
2024
Q4 		$689K Buy
37,640
+1,492
+4% +$29.1K 0.08% 198
2024
Q3 		$725K Buy
36,148
+6,892
+24% +$138K 0.15% 141
2024
Q2 		$558K Buy
+29,256
New +$568K 0.18% 129

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's NLY Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Annaly Capital Management (NLY) stake by 7.8% in Q2 2026, selling an estimated $76.1K and leaving 40,785 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #552.

Savvy Advisors Inc first reported a position in NLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $972K in Q4 2025. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Savvy Advisors Inc held 40,785 shares of Annaly Capital Management worth $912K as of Q2 2026.
  • Savvy Advisors Inc sold 3,448 Annaly Capital Management shares in Q2 2026, an estimated $76.1K.
  • Annaly Capital Management made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #552 holding.
  • Savvy Advisors Inc first reported a position in Annaly Capital Management in Q2 2024 and has held it in 9 quarters since.
  • Savvy Advisors Inc's Annaly Capital Management position peaked at $972K in Q4 2025.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.