Summit Securities Group’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $195K | Sell |
8,700
-25,200
| -74% | -$556K | 0.02% | 280 |
|
|
2026
Q1 | $717K | Sell |
33,900
-16,200
| -32% | -$369K | 0.09% | 122 |
|
|
2025
Q4 | $1.12M | Buy |
50,100
+31,300
| +166% | +$681K | 0.15% | 119 |
|
|
2025
Q3 | $380K | Buy |
18,800
+12,100
| +181% | +$251K | 0.08% | 189 |
|
|
2025
Q2 | $126K | Buy |
6,700
+5,700
| +570% | +$108K | 0.02% | 328 |
|
|
2025
Q1 | $20.3K | Sell |
1,000
-4,900
| -83% | -$101K | ﹤0.01% | 464 |
|
|
2024
Q4 | $108K | Sell |
5,900
-43,900
| -88% | -$858K | 0.02% | 226 |
|
|
2024
Q3 | $999K | Buy |
49,800
+45,500
| +1,058% | +$911K | 0.26% | 58 |
|
|
2024
Q2 | $82K | Sell |
4,300
-2,700
| -39% | -$52.4K | 0.02% | 241 |
|
|
2024
Q1 | $138K | Sell |
7,000
-7,400
| -51% | -$143K | 0.02% | 175 |
|
|
2023
Q4 | $279K | Buy |
14,400
+12,500
| +658% | +$223K | 0.03% | 230 |
|
|
2023
Q3 | $36K | Sell |
1,900
-3,600
| -65% | -$71.5K | ﹤0.01% | 315 |
|
|
2023
Q2 | $110K | Buy |
5,500
+2,300
| +72% | +$44.7K | 0.01% | 276 |
|
|
2023
Q1 | $61K | Sell |
3,200
-20,750
| -87% | -$438K | 0.01% | 386 |
|
|
2022
Q4 | $505K | Sell |
23,950
-1,200
| -5% | -$23.6K | 0.02% | 239 |
|
|
2022
Q3 | $432K | Sell |
25,150
-50
| -0.2% | -$1.26K | 0.03% | 280 |
|
|
2022
Q2 | $596K | Buy |
25,200
+1,475
| +6% | +$38.2K | 0.07% | 172 |
|
|
2022
Q1 | $668K | Sell |
23,725
-9,125
| -28% | -$271K | 0.07% | 193 |
|
|
2021
Q4 | $1.03M | Buy |
32,850
+350
| +1% | +$11.8K | 0.05% | 245 |
|
|
2021
Q3 | $1.09M | Buy |
32,500
+3,750
| +13% | +$129K | 0.09% | 246 |
|
|
2021
Q2 | $1.02M | Sell |
28,750
-2,550
| -8% | -$92.6K | 0.08% | 247 |
|
|
2021
Q1 | $1.08M | Buy |
31,300
+15,525
| +98% | +$526K | 0.12% | 187 |
|
|
2020
Q4 | $533K | Sell |
15,775
-6,900
| -30% | -$214K | 0.04% | 337 |
|
|
2020
Q3 | $646K | Buy |
22,675
+9,000
| +66% | +$261K | 0.07% | 198 |
|
|
2020
Q2 | $359K | Buy |
13,675
+1,875
| +16% | +$46.3K | 0.04% | 291 |
|
|
2020
Q1 | $239K | Sell |
11,800
-4,200
| -26% | -$148K | 0.04% | 230 |
|
|
2019
Q4 | $603K | Buy |
16,000
+1,975
| +14% | +$72K | 0.05% | 264 |
|
|
2019
Q3 | $494K | Buy |
14,025
+10,675
| +319% | +$385K | 0.04% | 196 |
|
|
2019
Q2 | $122K | Buy |
3,350
+650
| +24% | +$24.8K | 0.01% | 309 |
|
|
2019
Q1 | $108K | Buy |
+2,700
| New | +$110K | 0.02% | 190 |
|
|
2018
Q2 | – | Sell |
-2,575
| Closed | -$107K | – | 244 |
|
|
2018
Q1 | $107K | Buy |
+2,575
| New | +$110K | 0.03% | 142 |
|
|
2017
Q2 | – | Sell |
-3,425
| Closed | -$152K | – | 336 |
|
|
2017
Q1 | $152K | Buy |
+3,425
| New | +$146K | 0.04% | 282 |
|
|
2015
Q4 | – | Sell |
-25
| Closed | -$975 | – | 392 |
|
|
2015
Q3 | $1K | Sell |
25
-5,675
| -100% | -$227K | ﹤0.01% | 333 |
|
|
2015
Q2 | $210K | Sell |
5,700
-6,875
| -55% | -$278K | 0.1% | 76 |
|
|
2015
Q1 | $523K | Buy |
12,575
+7,675
| +157% | +$326K | 0.39% | 43 |
|
|
2014
Q4 | $212K | Sell |
4,900
-15,800
| -76% | -$714K | 0.06% | 184 |
|
|
2014
Q3 | $884K | Buy |
20,700
+5,150
| +33% | +$235K | 0.26% | 73 |
|
|
2014
Q2 | $711K | Sell |
15,550
-7,225
| -32% | -$333K | 0.24% | 67 |
|
|
2014
Q1 | $999K | Buy |
22,775
+17,000
| +294% | +$735K | 0.6% | 23 |
|
|
2013
Q4 | $230K | Sell |
5,775
-2,200
| -28% | -$95.5K | 0.04% | 165 |
|
|
2013
Q3 | $369K | Sell |
7,975
-8,850
| -53% | -$416K | 0.13% | 82 |
|
|
2013
Q2 | $846K | Buy |
+16,825
| New | +$983K | 0.4% | 48 |
|
Other funds holding NLY
Summit Securities Group's NLY Position: Q2 2026 in Review
Summit Securities Group reduced its Annaly Capital Management (NLY) stake by 74% in Q2 2026, selling an estimated $556K and leaving 8,700 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #280.
Summit Securities Group first reported a position in NLY in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.12M in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.
- Summit Securities Group held 8,700 shares of Annaly Capital Management worth $195K as of Q2 2026.
- Summit Securities Group sold 25,200 Annaly Capital Management shares in Q2 2026, an estimated $556K.
- Annaly Capital Management made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #280 holding.
- Summit Securities Group first reported a position in Annaly Capital Management in Q2 2013 and has held it in 42 quarters since.
- Summit Securities Group's Annaly Capital Management position peaked at $1.12M in Q4 2025.
- 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.