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Values First Advisors’s Annaly Capital Management NLY Stock Holding History

Values First 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 		$730K Sell
32,663
-5,423
-14% -$120K 0.33% 91
2026
Q1 		$806K Buy
38,086
+1,475
+4% +$33.6K 0.42% 66
2025
Q4 		$819K Buy
36,611
+3,699
+11% +$80.5K 0.42% 72
2025
Q3 		$665K Buy
32,912
+1,210
+4% +$25.1K 0.36% 77
2025
Q2 		$597K Buy
31,702
+440
+1% +$8.37K 0.33% 87
2025
Q1 		$636K Buy
31,262
+938
+3% +$19.3K 0.37% 69
2024
Q4 		$555K Buy
30,324
+1,575
+5% +$30.8K 0.31% 89
2024
Q3 		$577K Buy
28,749
+482
+2% +$9.65K 0.31% 79
2024
Q2 		$539K Buy
28,267
+715
+3% +$13.9K 0.32% 79
2024
Q1 		$542K Buy
27,552
+1,743
+7% +$33.6K 0.32% 91
2023
Q4 		$500K Buy
25,809
+3,812
+17% +$68K 0.3% 103
2023
Q3 		$414K Buy
21,997
+539
+3% +$10.7K 0.27% 103
2023
Q2 		$429K Buy
21,458
+1,101
+5% +$21.4K 0.26% 104
2023
Q1 		$389K Buy
20,357
+1,566
+8% +$33K 0.25% 104
2022
Q4 		$396K Buy
18,791
+5,151
+38% +$101K 0.28% 100
2022
Q3 		$234K Buy
13,640
+876
+7% +$22.1K 0.17% 125
2022
Q2 		$302K Sell
12,764
-157
-1% -$4.07K 0.21% 113
2022
Q1 		$364K Buy
12,921
+1,233
+11% +$36.6K 0.23% 114
2021
Q4 		$366K Sell
11,688
-1,104
-9% -$37.1K 0.22% 116
2021
Q3 		$431K Buy
12,792
+815
+7% +$28.1K 0.28% 103
2021
Q2 		$425K Sell
11,977
-172
-1% -$6.25K 0.29% 107
2021
Q1 		$418K Buy
12,149
+440
+4% +$14.9K 0.31% 103
2020
Q4 		$396K Sell
11,709
-278
-2% -$8.6K 0.32% 107
2020
Q3 		$341K Buy
11,987
+1,967
+20% +$56.9K 0.31% 105
2020
Q2 		$263K Sell
10,020
-17
-0.2% -$420 0.26% 116
2020
Q1 		$204K Sell
10,037
-28
-0.3% -$985 0.24% 112
2019
Q4 		$379K Buy
+10,065
New +$367K 0.37% 88

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

Values First Advisors's NLY Position: Q2 2026 in Review

Values First Advisors reduced its Annaly Capital Management (NLY) stake by 14% in Q2 2026, selling an estimated $120K and leaving 32,663 shares worth $730K. The position accounts for 0.33% of the portfolio, ranked #91.

Values First Advisors first reported a position in NLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $819K in Q4 2025. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Values First Advisors held 32,663 shares of Annaly Capital Management worth $730K as of Q2 2026.
  • Values First Advisors sold 5,423 Annaly Capital Management shares in Q2 2026, an estimated $120K.
  • Annaly Capital Management made up 0.33% of Values First Advisors's portfolio in Q2 2026, its #91 holding.
  • Values First Advisors first reported a position in Annaly Capital Management in Q4 2019 and has held it in 27 quarters since.
  • Values First Advisors's Annaly Capital Management position peaked at $819K in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.