WFA of San Diego’s Annaly Capital Management NLY Stock Holding History

WFA of San Diego’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	–	Sell	-4,500	Closed	-$95.2K	–	279
2026 Q1	$95.2K	Buy	4,500 +1,000	+29%	+$22.8K	0.08%	133
2025 Q4	$78.3K	Sell	3,500 -1,250	-26%	-$27.2K	0.06%	155
2025 Q3	$96K	Hold	4,750	–	–	0.07%	143
2025 Q2	$89.4K	Buy	+4,750	New	+$90.3K	0.07%	148
2024 Q3	$26.1K	Buy	1,300 +50	+4%	+$1K	0.02%	226
2024 Q2	$23.8K	Buy	+1,250	New	+$24.3K	0.02%	230
2020 Q3	–	Sell	-3,743	Closed	-$144K	–	186
2020 Q2	$144K	Buy	+3,743	New	+$92.5K	0.03%	253

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WFA of San Diego's NLY Position: Q2 2026 in Review

WFA of San Diego sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 4,500 shares — an estimated $95.2K sold.

WFA of San Diego first reported a position in NLY in Q2 2020 and held it in 7 quarters. The position peaked at $144K in Q2 2020. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

WFA of San Diego reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 4,500 Annaly Capital Management shares in Q2 2026, an estimated $95.2K.
WFA of San Diego first reported a position in Annaly Capital Management in Q2 2020 and held it in 7 quarters.
WFA of San Diego's Annaly Capital Management position peaked at $144K in Q2 2020.
792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.