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Valeo Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Valeo Financial 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
-14,960
Closed -$316K – 866
2026
Q1 		$316K Buy
14,960
+1,642
+12% +$37.4K 0.01% 527
2025
Q4 		$298K Buy
13,318
+931
+8% +$20.3K 0.01% 627
2025
Q3 		$250K Buy
12,387
+2,379
+24% +$49.3K 0.01% 674
2025
Q2 		$189K Buy
+10,008
New +$190K ﹤0.01% 719
2023
Q2 		– Sell
-21,967
Closed -$420K – 654
2023
Q1 		$420K Buy
+21,967
New +$463K 0.02% 366
2022
Q4 		– Sell
-22,139
Closed -$380K – 593
2022
Q3 		$380K Buy
+22,139
New +$558K 0.02% 297
2022
Q2 		– Sell
-3,250
Closed -$92K – 605
2022
Q1 		$92K Buy
+3,250
New +$96.6K ﹤0.01% 579
2021
Q2 		– Sell
-500
Closed -$17K – 1343
2021
Q1 		$17K Hold
500
– – ﹤0.01% 1228
2020
Q4 		$17K Sell
500
-1,800
-78% -$55.7K ﹤0.01% 1066
2020
Q3 		$66K Buy
2,300
+1,231
+115% +$35.6K 0.01% 574
2020
Q2 		$28K Buy
1,069
+106
+11% +$2.62K ﹤0.01% 942
2020
Q1 		$23K Buy
963
+250
+35% +$8.79K ﹤0.01% 859
2019
Q4 		$27K Hold
713
– – ﹤0.01% 849
2019
Q3 		$25K Buy
713
+88
+14% +$3.17K ﹤0.01% 787
2019
Q2 		$23K Buy
625
+250
+67% +$9.53K ﹤0.01% 810
2019
Q1 		$15K Hold
375
– – ﹤0.01% 859
2018
Q4 		$15K Sell
375
-23
-6% -$920 ﹤0.01% 786
2018
Q3 		$16K Hold
398
– – ﹤0.01% 845
2018
Q2 		$17K Buy
398
+23
+6% +$958 ﹤0.01% 810
2018
Q1 		$16K Buy
375
+250
+200% +$10.7K ﹤0.01% 791
2017
Q4 		$6K Hold
125
– – ﹤0.01% 974
2017
Q3 		$6K Buy
+125
New +$6.12K ﹤0.01% 834

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

Valeo Financial Advisors's NLY Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 14,960 shares — an estimated $316K sold.

Valeo Financial Advisors first reported a position in NLY in Q3 2017 and held it in 22 quarters. The position peaked at $420K in Q1 2023. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 14,960 Annaly Capital Management shares in Q2 2026, an estimated $316K.
  • Valeo Financial Advisors first reported a position in Annaly Capital Management in Q3 2017 and held it in 22 quarters.
  • Valeo Financial Advisors's Annaly Capital Management position peaked at $420K in Q1 2023.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.