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Strategic Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Strategic Wealth Partners’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 		$42.1K Buy
1,883
+42
+2% +$927 ﹤0.01% 564
2026
Q1 		$38.9K Buy
1,841
+8
+0.4% +$182 ﹤0.01% 557
2025
Q4 		$41K Buy
1,833
+1,832
+183,200% +$39.9K ﹤0.01% 553
2025
Q3 		$20 Hold
1
– – ﹤0.01% 1304
2025
Q2 		$19 Buy
+1
New +$19 ﹤0.01% 1133
2022
Q4 		– Sell
-21,734
Closed -$373K – 280
2022
Q3 		$373K Sell
21,734
-93,041
-81% -$2.34M 0.08% 196
2022
Q2 		$2.71M Sell
114,775
-3,107
-3% -$80.5K 0.59% 55
2022
Q1 		$3.32M Sell
117,882
-6,657
-5% -$198K 0.65% 40
2021
Q4 		$3.9M Buy
+124,539
New +$4.19M 0.74% 40
2019
Q4 		– Sell
-225
Closed -$7 – 374
2019
Q3 		$7 Buy
+225
New +$8.11K ﹤0.01% 612

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

Strategic Wealth Partners's NLY Position: Q2 2026 in Review

Strategic Wealth Partners increased its Annaly Capital Management (NLY) stake by 2.3% in Q2 2026, buying an estimated $927 and bringing the position to 1,883 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Strategic Wealth Partners first reported a position in NLY in Q3 2019 and has held it in 10 quarters since. The position peaked at $3.9M in Q4 2021. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Strategic Wealth Partners held 1,883 shares of Annaly Capital Management worth $42.1K as of Q2 2026.
  • Strategic Wealth Partners bought 42 Annaly Capital Management shares in Q2 2026, an estimated $927.
  • Annaly Capital Management made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #564 holding.
  • Strategic Wealth Partners first reported a position in Annaly Capital Management in Q3 2019 and has held it in 10 quarters since.
  • Strategic Wealth Partners's Annaly Capital Management position peaked at $3.9M in Q4 2021.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.