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Wedmont Private Capital’s Annaly Capital Management NLY Stock Holding History

Wedmont Private 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 		$604K Buy
26,400
+416
+2% +$9.19K 0.02% 487
2026
Q1 		$566K Buy
25,984
+4,220
+19% +$96.1K 0.02% 454
2025
Q4 		$501K Buy
21,764
+797
+4% +$17.4K 0.02% 474
2025
Q3 		$432K Buy
20,967
+87
+0.4% +$1.8K 0.02% 507
2025
Q2 		$412K Sell
20,880
-312
-1% -$5.93K 0.02% 483
2025
Q1 		$371K Buy
21,192
+1,948
+10% +$40.1K 0.02% 457
2024
Q4 		$349K Sell
19,244
-527
-3% -$10.3K 0.02% 494
2024
Q3 		$383K Sell
19,771
-669
-3% -$13.4K 0.02% 441
2024
Q2 		$417K Buy
20,440
+1,334
+7% +$25.9K 0.03% 394
2024
Q1 		$371K Buy
19,106
+184
+1% +$3.55K 0.03% 392
2023
Q4 		$371K Sell
18,922
-64
-0.3% -$1.14K 0.03% 374
2023
Q3 		$343K Buy
18,986
+131
+0.7% +$2.6K 0.03% 340
2023
Q2 		$377K Sell
18,855
-2,815
-13% -$54.7K 0.04% 323
2023
Q1 		$408K Buy
21,670
+241
+1% +$5.08K 0.05% 258
2022
Q4 		$474K Buy
21,429
+4,212
+24% +$82.9K 0.07% 210
2022
Q3 		$295K Buy
17,217
+1,127
+7% +$28.4K 0.06% 251
2022
Q2 		$380K Buy
16,090
+4,473
+39% +$116K 0.08% 179
2022
Q1 		$327K Buy
11,617
+595
+5% +$17.7K 0.07% 217
2021
Q4 		$352K Buy
+11,022
New +$370K 0.11% 149

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wedmont Private Capital's NLY Position: Q2 2026 in Review

Wedmont Private Capital increased its Annaly Capital Management (NLY) stake by 1.6% in Q2 2026, buying an estimated $9.19K and bringing the position to 26,400 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #487.

Wedmont Private Capital first reported a position in NLY in Q4 2021 and has held it in 19 quarters since. 206 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Wedmont Private Capital held 26,400 shares of Annaly Capital Management worth $604K as of Q2 2026.
  • Wedmont Private Capital bought 416 Annaly Capital Management shares in Q2 2026, an estimated $9.19K.
  • Annaly Capital Management made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #487 holding.
  • Wedmont Private Capital first reported a position in Annaly Capital Management in Q4 2021 and has held it in 19 quarters since.
  • 206 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.