Axxcess Wealth Management’s Annaly Capital Management NLY Stock Holding History

Axxcess Wealth Management’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	–	Sell	-19,919	Closed	-$445K	–	781
2025 Q4	$445K	Sell	19,919 -8,650	-30%	-$188K	0.01%	729
2025 Q3	$577K	Buy	28,569 +12,513	+78%	+$260K	0.01%	583
2025 Q2	$302K	Buy	16,056 +3,200	+25%	+$60.8K	0.01%	714
2025 Q1	$261K	Buy	12,856 +73	+0.6%	+$1.5K	0.01%	726
2024 Q4	$234K	Buy	+12,783	New	+$250K	0.01%	755
2023 Q4	–	Sell	-12,064	Closed	-$227K	–	907
2023 Q3	$227K	Buy	+12,064	New	+$240K	0.01%	691
2022 Q3	–	Sell	-2,637	Closed	-$62K	–	590
2022 Q2	$62K	Sell	2,637 -2,955	-53%	-$76.6K	0.01%	525
2022 Q1	$157K	Sell	5,592 -849	-13%	-$25.2K	0.01%	601
2021 Q4	$201K	Buy	+6,441	New	+$217K	0.01%	589

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axxcess Wealth Management's NLY Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 19,919 shares — an estimated $445K sold.

Axxcess Wealth Management first reported a position in NLY in Q4 2021 and held it in 9 quarters. The position peaked at $577K in Q3 2025. 772 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Axxcess Wealth Management reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 19,919 Annaly Capital Management shares in Q1 2026, an estimated $445K.
Axxcess Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and held it in 9 quarters.
Axxcess Wealth Management's Annaly Capital Management position peaked at $577K in Q3 2025.
772 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.