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Twin Peaks Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Twin Peaks Wealth 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 		– Sell
-524
Closed -$11.1K – 1501
2026
Q1 		$11.1K Buy
+524
New +$11.9K ﹤0.01% 1010
2025
Q3 		– Sell
-445
Closed -$9.17K – 1424
2025
Q2 		$9.17K Buy
+445
New +$8.46K ﹤0.01% 988

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

Twin Peaks Wealth Advisors's NLY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 524 shares — an estimated $11.1K sold.

Twin Peaks Wealth Advisors first reported a position in NLY in Q2 2025 and held it in 2 quarters. The position peaked at $11.1K in Q1 2026. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 524 Annaly Capital Management shares in Q2 2026, an estimated $11.1K.
  • Twin Peaks Wealth Advisors first reported a position in Annaly Capital Management in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Annaly Capital Management position peaked at $11.1K in Q1 2026.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.