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TCFG Investment Advisors’s Annaly Capital Management NLY Stock Holding History

TCFG Investment 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 		$664K Buy
29,687
+17,350
+141% +$383K 0.22% 121
2026
Q1 		$261K Buy
+12,337
New +$281K 0.1% 217

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

TCFG Investment Advisors's NLY Position: Q2 2026 in Review

TCFG Investment Advisors increased its Annaly Capital Management (NLY) stake by 141% in Q2 2026, buying an estimated $383K and bringing the position to 29,687 shares worth $664K. The position accounts for 0.22% of the portfolio, ranked #121.

TCFG Investment Advisors first reported a position in NLY in Q1 2026 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • TCFG Investment Advisors held 29,687 shares of Annaly Capital Management worth $664K as of Q2 2026.
  • TCFG Investment Advisors bought 17,350 Annaly Capital Management shares in Q2 2026, an estimated $383K.
  • Annaly Capital Management made up 0.22% of TCFG Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • TCFG Investment Advisors first reported a position in Annaly Capital Management in Q1 2026 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.