VisionPoint Advisory Group’s Annaly Capital Management NLY Stock Holding History

VisionPoint Advisory 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	$243K	Buy	10,856 +337	+3%	+$7.44K	0.04%	411
2026 Q1	$222K	Sell	10,519 -6,328	-38%	-$144K	0.04%	407
2025 Q4	$377K	Sell	16,847 -504	-3%	-$11K	0.07%	253
2025 Q3	$351K	Sell	17,351 -538	-3%	-$11.2K	0.07%	270
2025 Q2	$337K	Sell	17,889 -504	-3%	-$9.58K	0.07%	249
2025 Q1	$374K	Buy	18,393 +1,811	+11%	+$37.3K	0.13%	141
2024 Q4	$305K	Sell	16,582 -105	-0.6%	-$2.05K	0.1%	139
2024 Q3	$335K	Sell	16,687 -263	-2%	-$5.27K	0.11%	134
2024 Q2	$323K	Sell	16,950 -2,612	-13%	-$50.7K	0.11%	135
2024 Q1	$385K	Sell	19,562 -140,658	-88%	-$2.71M	0.14%	134
2023 Q4	$3.1M	Buy	160,220 +2,461	+2%	+$43.9K	1.15%	18
2023 Q3	$2.97M	Sell	157,759 -11,904	-7%	-$237K	1.27%	17
2023 Q2	$3.39M	Buy	169,663 +5,491	+3%	+$107K	1.39%	14
2023 Q1	$3.05M	Sell	164,172 -15,372	-9%	-$324K	1.35%	17
2022 Q4	$3.94M	Buy	+179,544	New	+$3.53M	1.63%	16
2022 Q3	–	Sell	-14,386	Closed	-$388K	–	102
2022 Q2	$388K	Buy	+14,386	New	+$373K	0.15%	66

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

VisionPoint Advisory Group's NLY Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Annaly Capital Management (NLY) stake by 3.2% in Q2 2026, buying an estimated $7.44K and bringing the position to 10,856 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #411.

VisionPoint Advisory Group first reported a position in NLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.94M in Q4 2022. 106 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

VisionPoint Advisory Group held 10,856 shares of Annaly Capital Management worth $243K as of Q2 2026.
VisionPoint Advisory Group bought 337 Annaly Capital Management shares in Q2 2026, an estimated $7.44K.
Annaly Capital Management made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #411 holding.
VisionPoint Advisory Group first reported a position in Annaly Capital Management in Q2 2022 and has held it in 16 quarters since.
VisionPoint Advisory Group's Annaly Capital Management position peaked at $3.94M in Q4 2022.
106 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.