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United Advisor Group’s Annaly Capital Management NLY Stock Holding History

United Advisor Group’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 		$1.35M Buy
60,333
+1,261
+2% +$27.8K 0.14% 170
2026
Q1 		$1.25M Buy
59,072
+2,786
+5% +$63.5K 0.15% 161
2025
Q4 		$1.26M Sell
56,286
-1,673
-3% -$36.4K 0.16% 154
2025
Q3 		$1.17M Sell
57,959
-1,025
-2% -$21.3K 0.16% 150
2025
Q2 		$1.11M Buy
58,984
+111
+0.2% +$2.11K 0.19% 126
2025
Q1 		$1.2M Buy
58,873
+847
+1% +$17.4K 0.25% 99
2024
Q4 		$1.06M Sell
58,026
-730
-1% -$14.3K 0.21% 118
2024
Q3 		$1.18M Buy
58,756
+2,134
+4% +$42.7K 0.27% 93
2024
Q2 		$1.08M Buy
56,622
+4,367
+8% +$84.8K 0.34% 74
2024
Q1 		$1.03M Buy
+52,255
New +$1.01M 0.39% 74

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

United Advisor Group's NLY Position: Q2 2026 in Review

United Advisor Group increased its Annaly Capital Management (NLY) stake by 2.1% in Q2 2026, buying an estimated $27.8K and bringing the position to 60,333 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #170.

United Advisor Group first reported a position in NLY in Q1 2024 and has held it in 10 quarters since. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • United Advisor Group held 60,333 shares of Annaly Capital Management worth $1.35M as of Q2 2026.
  • United Advisor Group bought 1,261 Annaly Capital Management shares in Q2 2026, an estimated $27.8K.
  • Annaly Capital Management made up 0.14% of United Advisor Group's portfolio in Q2 2026, its #170 holding.
  • United Advisor Group first reported a position in Annaly Capital Management in Q1 2024 and has held it in 10 quarters since.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.