Superior Planning, LLC’s Annaly Capital Management NLY Stock Holding History

Superior Planning, LLC’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 Q3	$6.57K	Buy	+348	New	+$7.82K	﹤0.01%	1102

Other funds holding NLY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Superior Planning, LLC's NLY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Annaly Capital Management (NLY) in Q3 2026: 348 shares worth $6.57K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

582 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

Superior Planning, LLC held 348 shares of Annaly Capital Management worth $6.57K as of Q3 2026.
Annaly Capital Management was a new Superior Planning, LLC position in Q3 2026.
Annaly Capital Management made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1102 holding.
582 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.