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Summit Financial’s Annaly Capital Management NLY Stock Holding History

Summit Financial’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 		$854K Sell
36,967
-799
-2% -$17.6K 0.01% 890
2026
Q1 		$824K Sell
37,766
-8,006
-17% -$182K 0.01% 837
2025
Q4 		$1.06M Sell
45,772
-3,175
-6% -$69.1K 0.02% 655
2025
Q3 		$989K Buy
48,947
+11,085
+29% +$230K 0.02% 663
2025
Q2 		$739K Buy
+37,862
New +$720K 0.02% 484

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

Summit Financial's NLY Position: Q2 2026 in Review

Summit Financial reduced its Annaly Capital Management (NLY) stake by 2.1% in Q2 2026, selling an estimated $17.6K and leaving 36,967 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #890.

Summit Financial first reported a position in NLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Summit Financial held 36,967 shares of Annaly Capital Management worth $854K as of Q2 2026.
  • Summit Financial sold 799 Annaly Capital Management shares in Q2 2026, an estimated $17.6K.
  • Annaly Capital Management made up 0.01% of Summit Financial's portfolio in Q2 2026, its #890 holding.
  • Summit Financial first reported a position in Annaly Capital Management in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Annaly Capital Management position peaked at $1.06M in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.