Whipplewood Advisors’s Annaly Capital Management NLY Stock Holding History

Whipplewood Advisors’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	$1.23K	Hold	55	–	–	﹤0.01%	516
2026 Q1	$1.16K	Buy	+55	New	+$1.25K	﹤0.01%	868
2025 Q3	–	Sell	-26	Closed	-$489	–	877
2025 Q2	$489	Buy	+26	New	+$494	﹤0.01%	1124

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's NLY Position: Q2 2026 in Review

Whipplewood Advisors held its Annaly Capital Management (NLY) position steady in Q2 2026 at 55 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Whipplewood Advisors first reported a position in NLY in Q2 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Whipplewood Advisors held 55 shares of Annaly Capital Management worth $1.23K as of Q2 2026.
Whipplewood Advisors left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #516 holding.
Whipplewood Advisors first reported a position in Annaly Capital Management in Q2 2025 and has held it in 3 quarters since.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.