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Waterloo Capital’s Annaly Capital Management NLY Stock Holding History

Waterloo Capital’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 		$298K Sell
13,342
-245
-2% -$5.41K 0.02% 447
2026
Q1 		$287K Buy
+13,587
New +$309K 0.02% 406

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 $3.38T AUM 44.17% 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

Waterloo Capital's NLY Position: Q2 2026 in Review

Waterloo Capital reduced its Annaly Capital Management (NLY) stake by 1.8% in Q2 2026, selling an estimated $5.41K and leaving 13,342 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #447.

Waterloo Capital first reported a position in NLY in Q1 2026 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Waterloo Capital held 13,342 shares of Annaly Capital Management worth $298K as of Q2 2026.
  • Waterloo Capital sold 245 Annaly Capital Management shares in Q2 2026, an estimated $5.41K.
  • Annaly Capital Management made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #447 holding.
  • Waterloo Capital first reported a position in Annaly Capital Management in Q1 2026 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.