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Simplicity Wealth’s Annaly Capital Management NLY Stock Holding History

Simplicity Wealth’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 		$2.78M Buy
124,321
+39,051
+46% +$862K 0.09% 211
2026
Q1 		$1.8M Sell
85,270
-3,824
-4% -$87.1K 0.1% 193
2025
Q4 		$1.99M Buy
89,094
+21,013
+31% +$457K 0.12% 178
2025
Q3 		$1.38M Buy
+68,081
New +$1.41M 0.08% 239
2025
Q2 		– Sell
-107,164
Closed -$2.18M – 641
2025
Q1 		$2.18M Buy
+107,164
New +$2.21M 0.17% 145

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

Simplicity Wealth's NLY Position: Q2 2026 in Review

Simplicity Wealth increased its Annaly Capital Management (NLY) stake by 46% in Q2 2026, buying an estimated $862K and bringing the position to 124,321 shares worth $2.78M. The position accounts for 0.09% of the portfolio, ranked #211.

Simplicity Wealth first reported a position in NLY in Q1 2025 and has held it in 5 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Simplicity Wealth held 124,321 shares of Annaly Capital Management worth $2.78M as of Q2 2026.
  • Simplicity Wealth bought 39,051 Annaly Capital Management shares in Q2 2026, an estimated $862K.
  • Annaly Capital Management made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #211 holding.
  • Simplicity Wealth first reported a position in Annaly Capital Management in Q1 2025 and has held it in 5 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.