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Tandem Financial’s Annaly Capital Management NLY Stock Holding History

Tandem 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 		$334K Sell
14,441
-5,035
-26% -$111K 0.1% 81
2026
Q1 		$426K Buy
19,476
+2,222
+13% +$50.6K 0.14% 74
2025
Q4 		$327K Sell
17,254
-4,025
-19% -$87.6K 0.39% 39
2025
Q3 		$445K Sell
21,279
-3,235
-13% -$67.1K 0.17% 70
2025
Q2 		$479K Buy
24,514
+2,000
+9% +$38K 0.45% 36
2025
Q1 		$473K Buy
22,514
+5,260
+30% +$108K 0.51% 35
2024
Q4 		$327K Buy
+17,254
New +$337K 0.35% 43

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 $3.38T AUM 44.17% 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

Tandem Financial's NLY Position: Q2 2026 in Review

Tandem Financial reduced its Annaly Capital Management (NLY) stake by 26% in Q2 2026, selling an estimated $111K and leaving 14,441 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #81.

Tandem Financial first reported a position in NLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q2 2025. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Tandem Financial held 14,441 shares of Annaly Capital Management worth $334K as of Q2 2026.
  • Tandem Financial sold 5,035 Annaly Capital Management shares in Q2 2026, an estimated $111K.
  • Annaly Capital Management made up 0.1% of Tandem Financial's portfolio in Q2 2026, its #81 holding.
  • Tandem Financial first reported a position in Annaly Capital Management in Q4 2024 and has held it in 7 quarters since.
  • Tandem Financial's Annaly Capital Management position peaked at $479K in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.