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West Branch Capital’s Annaly Capital Management NLY Stock Holding History

West Branch 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 		$20.3K Buy
906
+18
+2% +$397 ﹤0.01% 186
2026
Q1 		$18.8K Buy
888
+17
+2% +$387 0.01% 185
2025
Q4 		$19.5K Buy
871
+19
+2% +$414 0.01% 194
2025
Q3 		$17.2K Buy
852
+18
+2% +$373 ﹤0.01% 215
2025
Q2 		$15.7K Buy
834
+18
+2% +$342 ﹤0.01% 227
2025
Q1 		$16.6K Buy
816
+16
+2% +$329 0.01% 246
2024
Q4 		$14.6K Buy
800
+59
+8% +$1.15K ﹤0.01% 240
2024
Q3 		$14.9K Buy
741
+14
+2% +$280 0.01% 242
2024
Q2 		$13.9K Buy
727
+14
+2% +$272 0.01% 247
2024
Q1 		$14K Buy
713
+13
+2% +$251 0.01% 251
2023
Q4 		$13.6K Hold
700
– – 0.01% 258
2023
Q3 		$13.2K Hold
700
– – 0.01% 258
2023
Q2 		$14K Hold
700
– – 0.01% 252
2023
Q1 		$13.4K Buy
700
+200
+40% +$4.22K 0.01% 264
2022
Q4 		$10.5K Hold
500
– – 0.01% 277
2022
Q3 		$9K Hold
500
– – 0.01% 292
2022
Q2 		$12K Hold
500
– – 0.01% 261
2022
Q1 		$14K Hold
500
– – 0.01% 265
2021
Q4 		$16K Buy
500
+37
+8% +$1.24K 0.01% 283
2021
Q3 		$16K Hold
463
– – 0.01% 263
2021
Q2 		$16K Buy
+463
New +$16.8K 0.01% 276

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

West Branch Capital's NLY Position: Q2 2026 in Review

West Branch Capital increased its Annaly Capital Management (NLY) stake by 2% in Q2 2026, buying an estimated $397 and bringing the position to 906 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

West Branch Capital first reported a position in NLY in Q2 2021 and has held it in 21 quarters since. 182 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • West Branch Capital held 906 shares of Annaly Capital Management worth $20.3K as of Q2 2026.
  • West Branch Capital bought 18 Annaly Capital Management shares in Q2 2026, an estimated $397.
  • Annaly Capital Management made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #186 holding.
  • West Branch Capital first reported a position in Annaly Capital Management in Q2 2021 and has held it in 21 quarters since.
  • 182 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.