SMART Wealth’s Annaly Capital Management NLY Stock Holding History

SMART 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	–	Sell	-14,682	Closed	-$311K	–	242
2026 Q1	$311K	Buy	+14,682	New	+$334K	0.09%	160

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 $3.37T AUM 44.26% 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

SMART Wealth's NLY Position: Q2 2026 in Review

SMART Wealth sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 14,682 shares — an estimated $311K sold.

SMART Wealth first reported a position in NLY in Q1 2026 and held it in 1 quarter. The position peaked at $311K in Q1 2026. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

SMART Wealth reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
SMART Wealth sold 14,682 Annaly Capital Management shares in Q2 2026, an estimated $311K.
SMART Wealth first reported a position in Annaly Capital Management in Q1 2026 and held it in 1 quarter.
SMART Wealth's Annaly Capital Management position peaked at $311K in Q1 2026.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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