Atlantic Union Bankshares’s Annaly Capital Management NLY Stock Holding History

Atlantic Union Bankshares’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	$36K	Buy	1,701 +17	+1%	+$387	﹤0.01%	980
2025 Q4	$37.7K	Sell	1,684 -183	-10%	-$3.98K	﹤0.01%	967
2025 Q3	$37.7K	Buy	1,867 +1,367	+273%	+$28.4K	﹤0.01%	978
2025 Q2	$9.41K	Buy	+500	New	+$9.51K	﹤0.01%	926
2020 Q4	–	Sell	-3,163	Closed	-$90K	–	274
2020 Q3	$90K	Hold	3,163	–	–	0.01%	255
2020 Q2	$83K	Hold	3,163	–	–	0.01%	251
2020 Q1	$64K	Sell	3,163 -137	-4%	-$4.82K	0.01%	239
2019 Q4	$124K	Sell	3,300 -194	-6%	-$7.07K	0.02%	238
2019 Q3	$123K	Hold	3,494	–	–	0.02%	241
2019 Q2	$128K	Buy	+3,494	New	+$133K	0.02%	252

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlantic Union Bankshares's NLY Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Annaly Capital Management (NLY) stake by 1% in Q1 2026, buying an estimated $387 and bringing the position to 1,701 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Atlantic Union Bankshares first reported a position in NLY in Q2 2019 and has held it in 10 quarters since. The position peaked at $128K in Q2 2019. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Atlantic Union Bankshares held 1,701 shares of Annaly Capital Management worth $36K as of Q1 2026.
Atlantic Union Bankshares bought 17 Annaly Capital Management shares in Q1 2026, an estimated $387.
Annaly Capital Management made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #980 holding.
Atlantic Union Bankshares first reported a position in Annaly Capital Management in Q2 2019 and has held it in 10 quarters since.
Atlantic Union Bankshares's Annaly Capital Management position peaked at $128K in Q2 2019.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.