Transamerica Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Transamerica Financial 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	$122K	Buy	5,276 +1,501	+40%	+$33.1K	0.01%	532
2026 Q1	$82.7K	Buy	3,775 +1,170	+45%	+$26.6K	0.01%	563
2025 Q4	$60.1K	Buy	2,605 +150	+6%	+$3.27K	0.01%	517
2025 Q3	$51.3K	Buy	+2,455	New	+$50.9K	﹤0.01%	482
2016 Q2	–	Sell	-869	Closed	-$36K	–	597
2016 Q1	$36K	Buy	869 +725	+503%	+$28.4K	﹤0.01%	413
2015 Q4	$6K	Hold	144	–	–	﹤0.01%	659
2015 Q3	$6K	Sell	144 -250	-63%	-$9.99K	﹤0.01%	640
2015 Q2	$15K	Hold	394	–	–	﹤0.01%	585
2015 Q1	$17K	Sell	394 -153	-28%	-$6.51K	﹤0.01%	561
2014 Q4	$24K	Sell	547 -50	-8%	-$2.26K	﹤0.01%	418
2014 Q3	$26K	Buy	597 +153	+34%	+$6.99K	﹤0.01%	392
2014 Q2	$21K	Sell	444 -566	-56%	-$26.1K	﹤0.01%	443
2014 Q1	$45K	Hold	1,010	–	–	﹤0.01%	354
2013 Q4	$41K	Sell	1,010 -187	-16%	-$8.12K	﹤0.01%	358
2013 Q3	$56K	Sell	1,197 -5,749	-83%	-$271K	0.01%	318
2013 Q2	$350K	Buy	+6,946	New	+$406K	0.06%	140

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's NLY Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Annaly Capital Management (NLY) stake by 40% in Q2 2026, buying an estimated $33.1K and bringing the position to 5,276 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #532.

Transamerica Financial Advisors first reported a position in NLY in Q2 2013 and has held it in 16 quarters since. The position peaked at $350K in Q2 2013. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Transamerica Financial Advisors held 5,276 shares of Annaly Capital Management worth $122K as of Q2 2026.
Transamerica Financial Advisors bought 1,501 Annaly Capital Management shares in Q2 2026, an estimated $33.1K.
Annaly Capital Management made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #532 holding.
Transamerica Financial Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 16 quarters since.
Transamerica Financial Advisors's Annaly Capital Management position peaked at $350K in Q2 2013.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.