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Tyler-Stone Wealth Management’s Annaly Capital Management NLY Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-4
Closed -$340 – 722
2024
Q2 		$340 Buy
+4
New +$78 ﹤0.01% 941
2022
Q4 		$1K Buy
+4
New +$79 ﹤0.01% 825

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tyler-Stone Wealth Management's NLY Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Annaly Capital Management (NLY) stake by 0.86% in Q2 2025, selling an estimated $5.57K and leaving 33,620 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #174.

Tyler-Stone Wealth Management first reported a position in NLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $713K in Q3 2024. 658 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Tyler-Stone Wealth Management held 33,620 shares of Annaly Capital Management worth $633K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 293 Annaly Capital Management shares in Q2 2025, an estimated $5.57K.
  • Annaly Capital Management made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #174 holding.
  • Tyler-Stone Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Annaly Capital Management position peaked at $713K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.