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Summit Global Investments’s Annaly Capital Management NLY Stock Holding History

Summit Global Investments’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 		$1.23M Sell
55,042
-12,538
-19% -$277K 0.07% 157
2026
Q1 		$1.43M Buy
67,580
+7,412
+12% +$169K 0.08% 125
2025
Q4 		$1.34M Buy
60,168
+371
+0.6% +$8.08K 0.08% 136
2025
Q3 		$1.21M Buy
59,797
+45,966
+332% +$953K 0.07% 157
2025
Q2 		$260K Sell
13,831
-225
-2% -$4.28K 0.02% 410
2025
Q1 		$285K Buy
+14,056
New +$289K 0.02% 373

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 Global Investments's NLY Position: Q2 2026 in Review

Summit Global Investments reduced its Annaly Capital Management (NLY) stake by 19% in Q2 2026, selling an estimated $277K and leaving 55,042 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #157.

Summit Global Investments first reported a position in NLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q1 2026. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Summit Global Investments held 55,042 shares of Annaly Capital Management worth $1.23M as of Q2 2026.
  • Summit Global Investments sold 12,538 Annaly Capital Management shares in Q2 2026, an estimated $277K.
  • Annaly Capital Management made up 0.07% of Summit Global Investments's portfolio in Q2 2026, its #157 holding.
  • Summit Global Investments first reported a position in Annaly Capital Management in Q1 2025 and has held it in 6 quarters since.
  • Summit Global Investments's Annaly Capital Management position peaked at $1.43M in Q1 2026.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.