Vision Retirement’s Annaly Capital Management NLY Stock Holding History

Vision Retirement’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	$4.47K	Hold	200	–	–	﹤0.01%	522
2026 Q1	$4.23K	Hold	200	–	–	﹤0.01%	505
2025 Q4	$4.47K	Buy	+200	New	+$4.35K	﹤0.01%	490

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vision Retirement's NLY Position: Q2 2026 in Review

Vision Retirement held its Annaly Capital Management (NLY) position steady in Q2 2026 at 200 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Vision Retirement first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 749 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Vision Retirement held 200 shares of Annaly Capital Management worth $4.47K as of Q2 2026.
Vision Retirement left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #522 holding.
Vision Retirement first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
749 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.