SVB Wealth’s Annaly Capital Management NLY Stock Holding History

SVB Wealth’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	$325K	Buy	+14,526	New	+$321K	0.02%	316
2026 Q1	–	Sell	-10,858	Closed	-$243K	–	400
2025 Q4	$243K	Buy	+10,858	New	+$236K	0.01%	361
2022 Q3	–	Sell	-14,816	Closed	-$350K	–	1011
2022 Q2	$350K	Buy	14,816 +1,716	+13%	+$44.5K	0.01%	520
2022 Q1	$369K	Buy	13,100 +9,392	+253%	+$279K	﹤0.01%	526
2021 Q4	$116K	Sell	3,708 -76,470	-95%	-$2.57M	﹤0.01%	731
2021 Q3	$2.7M	Buy	80,178 +37,795	+89%	+$1.3M	0.03%	220
2021 Q2	$1.5M	Buy	42,383 +3,746	+10%	+$136K	0.02%	307
2021 Q1	$1.33M	Buy	38,637 +4,081	+12%	+$138K	0.02%	302
2020 Q4	$1.17M	Buy	34,556 +6,431	+23%	+$199K	0.02%	308
2020 Q3	$801K	Buy	28,125 +20,361	+262%	+$589K	0.01%	328
2020 Q2	$204K	Buy	+7,764	New	+$192K	﹤0.01%	544

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's NLY Position: Q2 2026 in Review

SVB Wealth opened a new position in Annaly Capital Management (NLY) in Q2 2026: 14,526 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: SVB Wealth previously reported a position in NLY as recently as Q4 2025.

SVB Wealth first reported a position in NLY in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

SVB Wealth held 14,526 shares of Annaly Capital Management worth $325K as of Q2 2026.
Annaly Capital Management was a new SVB Wealth position in Q2 2026.
Annaly Capital Management made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #316 holding.
SVB Wealth first reported a position in Annaly Capital Management in Q2 2020 and has held it in 11 quarters since.
SVB Wealth's Annaly Capital Management position peaked at $2.7M in Q3 2021.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.