WMG Financial Advisors’s Annaly Capital Management NLY Stock Holding History

WMG Financial 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	$312K	Sell	13,975 -2,000	-13%	-$44.2K	0.12%	76
2026 Q1	$338K	Sell	15,975 -3,000	-16%	-$68.3K	0.14%	69
2025 Q4	$424K	Hold	18,975	–	–	0.17%	67
2025 Q3	$383K	Hold	18,975	–	–	0.13%	108
2025 Q2	$357K	Hold	18,975	–	–	0.13%	109
2025 Q1	$385K	Sell	18,975 -688	-3%	-$14.2K	0.16%	87
2024 Q4	$360K	Sell	19,663 -128	-0.6%	-$2.5K	0.15%	97
2024 Q3	$397K	Buy	19,791 +146	+0.7%	+$2.92K	0.18%	80
2024 Q2	$374K	Sell	19,645 -2,679	-12%	-$52K	0.2%	75
2024 Q1	$440K	Buy	22,324 +20	+0.1%	+$386	0.25%	69
2023 Q4	$432K	Buy	22,304 +1,475	+7%	+$26.3K	0.28%	66
2023 Q3	$392K	Buy	20,829 +867	+4%	+$17.2K	0.33%	62
2023 Q2	$399K	Buy	19,962 +7,419	+59%	+$144K	0.29%	70
2023 Q1	$381K	Sell	12,543 -7,231	-37%	-$153K	0.32%	62
2022 Q4	$417K	Buy	+19,774	New	+$389K	0.35%	69
2022 Q3	–	Sell	-2,883	Closed	-$69K	–	147
2022 Q2	$69K	Hold	2,883	–	–	0.06%	137
2022 Q1	$81K	Hold	2,883	–	–	0.06%	169
2021 Q4	$90K	Buy	+2,883	New	+$96.9K	0.07%	172

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WMG Financial Advisors's NLY Position: Q2 2026 in Review

WMG Financial Advisors reduced its Annaly Capital Management (NLY) stake by 13% in Q2 2026, selling an estimated $44.2K and leaving 13,975 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #76.

WMG Financial Advisors first reported a position in NLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $440K in Q1 2024. 321 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

WMG Financial Advisors held 13,975 shares of Annaly Capital Management worth $312K as of Q2 2026.
WMG Financial Advisors sold 2,000 Annaly Capital Management shares in Q2 2026, an estimated $44.2K.
Annaly Capital Management made up 0.12% of WMG Financial Advisors's portfolio in Q2 2026, its #76 holding.
WMG Financial Advisors first reported a position in Annaly Capital Management in Q4 2021 and has held it in 18 quarters since.
WMG Financial Advisors's Annaly Capital Management position peaked at $440K in Q1 2024.
321 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.