Planning Strategies Inc.’s Annaly Capital Management NLY Stock Holding History

Planning Strategies Inc.’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	$492	Buy	+22	New	+$486	﹤0.01%	861

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Planning Strategies Inc.'s NLY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Annaly Capital Management (NLY) in Q2 2026: 22 shares worth $492. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings.

258 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Planning Strategies Inc. held 22 shares of Annaly Capital Management worth $492 as of Q2 2026.
Annaly Capital Management was a new Planning Strategies Inc. position in Q2 2026.
Annaly Capital Management made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #861 holding.
258 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.