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Arkadios Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Arkadios Wealth 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
Q1 		$854K Buy
40,370
+11,147
+38% +$254K 0.01% 862
2025
Q4 		$653K Buy
29,223
+3,683
+14% +$80.2K 0.01% 888
2025
Q3 		$516K Buy
25,540
+152
+0.6% +$3.15K 0.01% 921
2025
Q2 		$478K Sell
25,388
-908
-3% -$17.3K 0.01% 861
2025
Q1 		$534K Sell
26,296
-3,104
-11% -$63.9K 0.02% 685
2024
Q4 		$538K Sell
29,400
-6,669
-18% -$130K 0.03% 519
2024
Q3 		$724K Buy
36,069
+411
+1% +$8.23K 0.04% 412
2024
Q2 		$680K Buy
+35,658
New +$692K 0.05% 375
2022
Q3 		– Sell
-8,174
Closed -$193K – 560
2022
Q2 		$193K Buy
8,174
+692
+9% +$17.9K 0.03% 514
2022
Q1 		$211K Buy
7,482
+94
+1% +$2.79K 0.03% 524
2021
Q4 		$231K Buy
7,388
+498
+7% +$16.7K 0.03% 511
2021
Q3 		$232K Buy
6,890
+113
+2% +$3.89K 0.03% 464
2021
Q2 		$240K Buy
6,777
+218
+3% +$7.92K 0.03% 492
2021
Q1 		$225K Buy
6,559
+81
+1% +$2.74K 0.04% 384
2020
Q4 		$218K Buy
6,478
+133
+2% +$4.12K 0.05% 313
2020
Q3 		$184K Buy
6,345
+137
+2% +$3.97K 0.09% 189
2020
Q2 		$167K Buy
6,208
+179
+3% +$4.42K 0.09% 173
2020
Q1 		$122K Sell
6,029
-46
-0.8% -$1.62K 0.08% 204
2019
Q4 		$251K Buy
+6,075
New +$221K 0.15% 129

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's NLY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Annaly Capital Management (NLY) stake by 38% in Q1 2026, buying an estimated $254K and bringing the position to 40,370 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #862.

Arkadios Wealth Advisors first reported a position in NLY in Q4 2019 and has held it in 19 quarters since. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Arkadios Wealth Advisors held 40,370 shares of Annaly Capital Management worth $854K as of Q1 2026.
  • Arkadios Wealth Advisors bought 11,147 Annaly Capital Management shares in Q1 2026, an estimated $254K.
  • Annaly Capital Management made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #862 holding.
  • Arkadios Wealth Advisors first reported a position in Annaly Capital Management in Q4 2019 and has held it in 19 quarters since.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.