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Summit Trail Advisors’s Annaly Capital Management NLY Stock Holding History

Summit Trail Advisors’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 		$391K Buy
17,470
+718
+4% +$15.9K ﹤0.01% 1287
2026
Q1 		$354K Buy
16,752
+119
+0.7% +$2.71K 0.01% 1268
2025
Q4 		$384K Buy
16,633
+1,360
+9% +$29.6K 0.01% 1153
2025
Q3 		$319K Buy
15,273
+1,102
+8% +$22.9K ﹤0.01% 1194
2025
Q2 		$276K Buy
+14,171
New +$269K ﹤0.01% 959
2024
Q4 		– Sell
-11,975
Closed -$253K – 635
2024
Q3 		$253K Sell
11,975
-2,518
-17% -$50.4K 0.01% 599
2024
Q2 		$286K Buy
+14,493
New +$281K 0.01% 507
2018
Q1 		– Sell
-315
Closed -$14K – 1243
2017
Q4 		$14K Buy
+315
New +$15K ﹤0.01% 1135

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 Trail Advisors's NLY Position: Q2 2026 in Review

Summit Trail Advisors increased its Annaly Capital Management (NLY) stake by 4.3% in Q2 2026, buying an estimated $15.9K and bringing the position to 17,470 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Summit Trail Advisors first reported a position in NLY in Q4 2017 and has held it in 8 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Summit Trail Advisors held 17,470 shares of Annaly Capital Management worth $391K as of Q2 2026.
  • Summit Trail Advisors bought 718 Annaly Capital Management shares in Q2 2026, an estimated $15.9K.
  • Annaly Capital Management made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1287 holding.
  • Summit Trail Advisors first reported a position in Annaly Capital Management in Q4 2017 and has held it in 8 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.