OAKWORTH CAPITAL, INC.

Position in NLY — Annaly Capital Management Inc

CIK 1588871 BIRMINGHAM, AL

Position in NLY

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$136,396

+$129,356 QoQ

Shares Held

6,100

+2340.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#584

of 781 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $436,456 across 3 REIT - Mortgage names. NLY ranks #3 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXMT	Blackstone Mortgage Trust, Inc.	9,600	$162,720
2	AGNC	AGNC Investment Corp.	12,600	$137,340
3	NLY	Annaly Capital Management Inc This page	6,100	$136,396

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$136,396	6,100	+510.0%	Shares	Sole	2026-07-22
2022-03-31	$7,040	1,000	0.0%	Shares	Sole	2022-04-11
2021-12-31	$7,820	1,000	0.0%	Shares	Sole	2022-02-07
2021-09-30	$8,420	1,000	0.0%	Shares	Sole	2021-11-10
2021-06-30	$8,880	1,000	0.0%	Shares	Sole	2021-07-20
2021-03-31	$8,600	1,000	0.0%	Shares	Sole	2021-04-30
2020-12-31	$8,450	1,000	0.0%	Shares	Sole	2021-02-12
2020-09-30	$7,120	1,000	-49.4%	Shares	Sole	2020-11-09
2020-06-30	$12,962	1,976	+97.6%	Shares	Sole	2020-08-11
2020-03-31	$5,070	1,000	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.