UB
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UMB Bank’s Annaly Capital Management NLY Stock Holding History

UMB Bank’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 		$189K Buy
8,442
+650
+8% +$14.4K ﹤0.01% 752
2026
Q1 		$165K Sell
7,792
-60
-0.8% -$1.37K ﹤0.01% 752
2025
Q4 		$176K Buy
7,852
+2,058
+36% +$44.8K ﹤0.01% 711
2025
Q3 		$117K Buy
5,794
+419
+8% +$8.69K ﹤0.01% 798
2025
Q2 		$101K Sell
5,375
-324
-6% -$6.16K ﹤0.01% 826
2025
Q1 		$116K Buy
5,699
+3,101
+119% +$63.8K ﹤0.01% 720
2024
Q4 		$47.5K Buy
2,598
+1,030
+66% +$20.1K ﹤0.01% 936
2024
Q3 		$31.5K Buy
1,568
+647
+70% +$13K ﹤0.01% 1033
2024
Q2 		$17.6K Buy
921
+789
+598% +$15.3K ﹤0.01% 1111
2024
Q1 		$2.6K Buy
+132
New +$2.54K ﹤0.01% 1472
2023
Q2 		– Sell
-1,015
Closed -$19.4K – 1725
2023
Q1 		$19.4K Sell
1,015
-2,250
-69% -$47.5K ﹤0.01% 1096
2022
Q4 		$69K Buy
+3,265
New +$64.2K ﹤0.01% 773
2022
Q3 		– Sell
-10,044
Closed -$237K – 1898
2022
Q2 		$237K Hold
10,044
– – ﹤0.01% 594
2022
Q1 		$283K Sell
10,044
-226
-2% -$6.72K ﹤0.01% 585
2021
Q4 		$321K Buy
+10,270
New +$345K ﹤0.01% 575

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

UMB Bank's NLY Position: Q2 2026 in Review

UMB Bank increased its Annaly Capital Management (NLY) stake by 8.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 8,442 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

UMB Bank first reported a position in NLY in Q4 2021 and has held it in 15 quarters since. The position peaked at $321K in Q4 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • UMB Bank held 8,442 shares of Annaly Capital Management worth $189K as of Q2 2026.
  • UMB Bank bought 650 Annaly Capital Management shares in Q2 2026, an estimated $14.4K.
  • Annaly Capital Management made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #752 holding.
  • UMB Bank first reported a position in Annaly Capital Management in Q4 2021 and has held it in 15 quarters since.
  • UMB Bank's Annaly Capital Management position peaked at $321K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.