Western Pacific Wealth Management’s Annaly Capital Management NLY Stock Holding History

Western Pacific Wealth Management’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
2025 Q2	–	Sell	-4,705	Closed	-$95.6K	–	212
2025 Q1	$95.6K	Hold	4,705	–	–	0.09%	101
2024 Q4	$86.1K	Hold	4,705	–	–	0.07%	111
2024 Q3	$94.4K	Hold	4,705	–	–	0.06%	129
2024 Q2	$89.7K	Hold	4,705	–	–	0.07%	109
2024 Q1	$92.6K	Hold	4,705	–	–	0.07%	104
2023 Q4	$91.1K	Buy	4,705 +2,705	+135%	+$48.3K	0.07%	101
2023 Q3	$37.6K	Hold	2,000	–	–	0.03%	152
2023 Q2	$40K	Hold	2,000	–	–	0.03%	154
2023 Q1	$38.2K	Buy	+2,000	New	+$42.2K	0.03%	158

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Pacific Wealth Management's NLY Position: Q2 2025 in Review

Western Pacific Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 4,705 shares — an estimated $95.6K sold.

Western Pacific Wealth Management first reported a position in NLY in Q1 2023 and held it in 9 quarters. The position peaked at $95.6K in Q1 2025. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

Western Pacific Wealth Management reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 4,705 Annaly Capital Management shares in Q2 2025, an estimated $95.6K.
Western Pacific Wealth Management first reported a position in Annaly Capital Management in Q1 2023 and held it in 9 quarters.
Western Pacific Wealth Management's Annaly Capital Management position peaked at $95.6K in Q1 2025.
657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Western Pacific Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.