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Smallwood Wealth Investment Management’s Annaly Capital Management NLY Stock Holding History

Smallwood Wealth Investment Management’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 		$626 Hold
28
– – ﹤0.01% 452
2026
Q1 		$592 Hold
28
– – ﹤0.01% 455
2025
Q4 		$626 Hold
28
– – ﹤0.01% 443
2025
Q3 		$565 Hold
28
– – ﹤0.01% 453
2025
Q2 		$526 Sell
28
-1,745
-98% -$33.2K ﹤0.01% 493
2025
Q1 		$36K Buy
+1,773
New +$36.5K 0.02% 191

Other funds holding NLY

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Smallwood Wealth Investment Management's NLY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 28 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Smallwood Wealth Investment Management first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $36K in Q1 2025. 407 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Smallwood Wealth Investment Management held 28 shares of Annaly Capital Management worth $626 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #452 holding.
  • Smallwood Wealth Investment Management first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Annaly Capital Management position peaked at $36K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.