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 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

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. 792 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.
792 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.