Strait & Sound Wealth Management’s Annaly Capital Management NLY Stock Holding History

Strait & Sound Wealth 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	$1.61M	Buy	71,801 +5,540	+8%	+$122K	0.56%	45
2026 Q1	$1.4M	Buy	66,261 +5,543	+9%	+$126K	0.52%	46
2025 Q4	$1.36M	Buy	60,718 +2,329	+4%	+$50.7K	0.51%	48
2025 Q3	$1.18M	Buy	58,389 +2,525	+5%	+$52.4K	0.45%	49
2025 Q2	$1.05M	Buy	55,864 +8,643	+18%	+$164K	0.45%	52
2025 Q1	$959K	Buy	47,221 +6,173	+15%	+$127K	0.45%	53
2024 Q4	$751K	Buy	41,048 +8,078	+25%	+$158K	0.35%	56
2024 Q3	$662K	Buy	32,970 +9,167	+39%	+$184K	0.32%	57
2024 Q2	$454K	Buy	23,803 +13,780	+137%	+$268K	0.23%	71
2024 Q1	$186K	Buy	+10,023	New	+$193K	0.1%	128
2023 Q3	–	Sell	-10,570	Closed	-$212K	–	134
2023 Q2	$212K	Sell	10,570 -8,855	-46%	-$172K	0.21%	100
2023 Q1	$371K	Sell	19,425 -181	-0.9%	-$3.82K	0.37%	66
2022 Q4	$441K	Buy	+19,606	New	+$386K	0.48%	52

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

Strait & Sound Wealth Management's NLY Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Annaly Capital Management (NLY) stake by 8.4% in Q2 2026, buying an estimated $122K and bringing the position to 71,801 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #45.

Strait & Sound Wealth Management first reported a position in NLY in Q4 2022 and has held it in 13 quarters since. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Strait & Sound Wealth Management held 71,801 shares of Annaly Capital Management worth $1.61M as of Q2 2026.
Strait & Sound Wealth Management bought 5,540 Annaly Capital Management shares in Q2 2026, an estimated $122K.
Annaly Capital Management made up 0.56% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #45 holding.
Strait & Sound Wealth Management first reported a position in Annaly Capital Management in Q4 2022 and has held it in 13 quarters since.
787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.