SkyOak Wealth
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SkyOak Wealth’s Annaly Capital Management NLY Stock Holding History

SkyOak 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
Q3 		– Sell
-9,758
Closed -$218K – 262
2026
Q2 		$218K Hold
9,758
– – 0.04% 232
2026
Q1 		$206K Sell
9,758
-33
-0.3% -$752 0.04% 239
2025
Q4 		$219K Buy
+9,791
New +$213K 0.04% 230
2024
Q4 		– Sell
-12,108
Closed -$243K – 274
2024
Q3 		$243K Hold
12,108
– – 0.05% 202
2024
Q2 		$231K Hold
12,108
– – 0.05% 212
2024
Q1 		$238K Sell
12,108
-4,785
-28% -$92.3K 0.06% 212
2023
Q4 		$327K Sell
16,893
-8,327
-33% -$149K 0.09% 161
2023
Q3 		$474K Hold
25,220
– – 0.14% 113
2023
Q2 		$505K Sell
25,220
-1,588
-6% -$30.9K 0.14% 121
2023
Q1 		$512K Buy
26,808
+5,665
+27% +$120K 0.16% 111
2022
Q4 		$446K Buy
21,143
+8,100
+62% +$159K 0.15% 121
2022
Q3 		$224K Sell
13,043
-7
-0.1% -$176 0.08% 184
2022
Q2 		$308K Buy
13,050
+3,495
+37% +$90.5K 0.11% 156
2022
Q1 		$269K Sell
9,555
-9
-0.1% -$268 0.07% 186
2021
Q4 		$299K Buy
9,564
+1,051
+12% +$35.3K 0.08% 181
2021
Q3 		$287K Buy
8,513
+5,244
+160% +$181K 0.08% 181
2021
Q2 		$116K Buy
3,269
+688
+27% +$25K 0.03% 230
2021
Q1 		$92K Buy
+2,581
New +$87.4K 0.03% 229

Other funds holding NLY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SkyOak Wealth's NLY Position: Q3 2026 in Review

SkyOak Wealth sold out of Annaly Capital Management (NLY) in Q3 2026, closing a stake of 9,758 shares — an estimated $218K sold.

SkyOak Wealth first reported a position in NLY in Q1 2021 and held it in 18 quarters. The position peaked at $512K in Q1 2023. 417 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • SkyOak Wealth reported no remaining Annaly Capital Management position as of Q3 2026 after selling out during the quarter.
  • SkyOak Wealth sold 9,758 Annaly Capital Management shares in Q3 2026, an estimated $218K.
  • SkyOak Wealth first reported a position in Annaly Capital Management in Q1 2021 and held it in 18 quarters.
  • SkyOak Wealth's Annaly Capital Management position peaked at $512K in Q1 2023.
  • 417 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.