AFG
NLY icon

Atomi Financial Group’s Annaly Capital Management NLY Stock Holding History

Atomi Financial Group’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 		$542K Sell
25,636
-2,290
-8% -$52.2K 0.02% 688
2025
Q4 		$624K Buy
27,926
+9,882
+55% +$215K 0.02% 594
2025
Q3 		$365K Buy
18,044
+1,784
+11% +$37K 0.01% 786
2025
Q2 		$306K Buy
16,260
+459
+3% +$8.73K 0.01% 802
2025
Q1 		$321K Buy
15,801
+3,276
+26% +$67.4K 0.01% 736
2024
Q4 		$229K Sell
12,525
-3,572
-22% -$69.8K 0.01% 850
2024
Q3 		$323K Sell
16,097
-630
-4% -$12.6K 0.02% 639
2024
Q2 		$319K Buy
16,727
+3,252
+24% +$63.1K 0.02% 568
2024
Q1 		$265K Buy
13,475
+1,983
+17% +$38.2K 0.02% 575
2023
Q4 		$223K Buy
+11,492
New +$205K 0.03% 510
2023
Q2 		– Sell
-10,486
Closed -$200K – 282
2023
Q1 		$200K Buy
+10,486
New +$221K 0.11% 203

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

Atomi Financial Group's NLY Position: Q1 2026 in Review

Atomi Financial Group reduced its Annaly Capital Management (NLY) stake by 8.2% in Q1 2026, selling an estimated $52.2K and leaving 25,636 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #688.

Atomi Financial Group first reported a position in NLY in Q1 2023 and has held it in 11 quarters since. The position peaked at $624K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Atomi Financial Group held 25,636 shares of Annaly Capital Management worth $542K as of Q1 2026.
  • Atomi Financial Group sold 2,290 Annaly Capital Management shares in Q1 2026, an estimated $52.2K.
  • Annaly Capital Management made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #688 holding.
  • Atomi Financial Group first reported a position in Annaly Capital Management in Q1 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Annaly Capital Management position peaked at $624K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.