Bank of Montreal’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.08M | Buy |
287,546
+222,628
| +343% | +$5.07M | ﹤0.01% | 1255 |
|
|
2025
Q4 | $1.45M | Sell |
64,918
-30,834
| -32% | -$671K | ﹤0.01% | 1787 |
|
|
2025
Q3 | $1.94M | Sell |
95,752
-1,737
| -2% | -$36K | ﹤0.01% | 1670 |
|
|
2025
Q2 | $1.83M | Buy |
97,489
+18,481
| +23% | +$351K | ﹤0.01% | 1618 |
|
|
2025
Q1 | $1.6M | Sell |
79,008
-1,117
| -1% | -$23K | ﹤0.01% | 1603 |
|
|
2024
Q4 | $1.47M | Buy |
80,125
+10,534
| +15% | +$206K | ﹤0.01% | 1688 |
|
|
2024
Q3 | $1.44M | Sell |
69,591
-5,832
| -8% | -$117K | ﹤0.01% | 1852 |
|
|
2024
Q2 | $1.51M | Sell |
75,423
-38,556
| -34% | -$749K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $2.25M | Sell |
113,979
-12,220
| -10% | -$236K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $2.59M | Buy |
126,199
+23,094
| +22% | +$412K | ﹤0.01% | 1562 |
|
|
2023
Q3 | $2.13M | Sell |
103,105
-6,836
| -6% | -$136K | ﹤0.01% | 1667 |
|
|
2023
Q2 | $2.28M | Buy |
109,941
+15,791
| +17% | +$307K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $1.81M | Sell |
94,150
-4,090
| -4% | -$86.3K | ﹤0.01% | 1726 |
|
|
2022
Q4 | $2.09M | Buy |
98,240
+21,117
| +27% | +$415K | ﹤0.01% | 1774 |
|
|
2022
Q3 | $1.35K | Sell |
77,123
-52,280
| -40% | -$1.32M | ﹤0.01% | 2021 |
|
|
2022
Q2 | $3.25K | Buy |
129,403
+34,022
| +36% | +$881K | ﹤0.01% | 1645 |
|
|
2022
Q1 | $2.83M | Buy |
95,381
+18,473
| +24% | +$549K | ﹤0.01% | 1746 |
|
|
2021
Q4 | $2.45M | Sell |
76,908
-216,739
| -74% | -$7.29M | ﹤0.01% | 1505 |
|
|
2021
Q3 | $10.4M | Buy |
293,647
+125,533
| +75% | +$4.32M | ﹤0.01% | 1270 |
|
|
2021
Q2 | $6.18M | Buy |
168,114
+113,482
| +208% | +$4.12M | ﹤0.01% | 1512 |
|
|
2021
Q1 | $1.91M | Sell |
54,632
-82,426
| -60% | -$2.79M | ﹤0.01% | 1820 |
|
|
2020
Q4 | $4.48M | Sell |
137,058
-486,954
| -78% | -$15.1M | ﹤0.01% | 1452 |
|
|
2020
Q3 | $18M | Sell |
624,012
-33,613
| -5% | -$973K | 0.02% | 620 |
|
|
2020
Q2 | $17M | Sell |
657,625
-56,757
| -8% | -$1.4M | 0.02% | 645 |
|
|
2020
Q1 | $13M | Sell |
714,382
-79,022
| -10% | -$2.78M | 0.01% | 622 |
|
|
2019
Q4 | $29.9M | Buy |
793,404
+350,177
| +79% | +$12.8M | 0.02% | 563 |
|
|
2019
Q3 | $15.6M | Sell |
443,227
-214,765
| -33% | -$7.74M | 0.01% | 704 |
|
|
2019
Q2 | $24M | Sell |
657,992
-448,157
| -41% | -$17.1M | 0.02% | 586 |
|
|
2019
Q1 | $44.2M | Buy |
1,106,149
+18,001
| +2% | +$735K | 0.04% | 382 |
|
|
2018
Q4 | $42.7M | Buy |
1,088,148
+193,804
| +22% | +$7.75M | 0.04% | 360 |
|
|
2018
Q3 | $36.6M | Buy |
894,344
+100,169
| +13% | +$4.2M | 0.03% | 459 |
|
|
2018
Q2 | $32.7M | Sell |
794,175
-256,206
| -24% | -$10.7M | 0.03% | 463 |
|
|
2018
Q1 | $43.8M | Sell |
1,050,381
-14,954
| -1% | -$637K | 0.04% | 392 |
|
|
2017
Q4 | $50.7M | Sell |
1,065,335
-173,051
| -14% | -$8.21M | 0.04% | 354 |
|
|
2017
Q3 | $60.4M | Buy |
1,238,386
+252,630
| +26% | +$12.4M | 0.06% | 297 |
|
|
2017
Q2 | $47.5M | Buy |
985,756
+764,052
| +345% | +$36.1M | 0.05% | 360 |
|
|
2017
Q1 | $9.85M | Buy |
221,704
+63,356
| +40% | +$2.7M | 0.01% | 815 |
|
|
2016
Q4 | $6.47M | Sell |
158,348
-50,180
| -24% | -$2.04M | 0.01% | 967 |
|
|
2016
Q3 | $8.76M | Sell |
208,528
-861,312
| -81% | -$37.3M | 0.01% | 876 |
|
|
2016
Q2 | $47.4M | Buy |
1,069,840
+797,666
| +293% | +$33.9M | 0.05% | 297 |
|
|
2016
Q1 | $11.2M | Buy |
272,174
+24,768
| +10% | +$972K | 0.01% | 703 |
|
|
2015
Q4 | $9.28M | Sell |
247,406
-81,720
| -25% | -$3.19M | 0.01% | 753 |
|
|
2015
Q3 | $13M | Sell |
329,126
-221,400
| -40% | -$8.85M | 0.02% | 607 |
|
|
2015
Q2 | $20.2M | Sell |
550,526
-10,487
| -2% | -$424K | 0.02% | 517 |
|
|
2015
Q1 | $23.3M | Buy |
561,013
+288,982
| +106% | +$12.3M | 0.03% | 454 |
|
|
2014
Q4 | $11.8M | Sell |
272,031
-188,537
| -41% | -$8.53M | 0.01% | 713 |
|
|
2014
Q3 | $19.7M | Sell |
460,568
-76,859
| -14% | -$3.51M | 0.02% | 510 |
|
|
2014
Q2 | $24.6M | Buy |
537,427
+368,157
| +217% | +$17M | 0.03% | 418 |
|
|
2014
Q1 | $7.43M | Buy |
169,270
+28,834
| +21% | +$1.25M | 0.01% | 782 |
|
|
2013
Q4 | $5.6M | Buy |
140,436
+4,017
| +3% | +$174K | 0.01% | 805 |
|
|
2013
Q3 | $6.32M | Sell |
136,419
-4,830
| -3% | -$227K | 0.01% | 689 |
|
|
2013
Q2 | $7.1M | Buy |
+141,249
| New | +$8.25M | 0.01% | 614 |
|
Other funds holding NLY
VCM
VPM
Bank of Montreal's NLY Position: Q1 2026 in Review
Bank of Montreal increased its Annaly Capital Management (NLY) stake by 343% in Q1 2026, buying an estimated $5.07M and bringing the position to 287,546 shares worth $6.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1255.
Bank of Montreal first reported a position in NLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $60.4M in Q3 2017. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.
- Bank of Montreal held 287,546 shares of Annaly Capital Management worth $6.08M as of Q1 2026.
- Bank of Montreal bought 222,628 Annaly Capital Management shares in Q1 2026, an estimated $5.07M.
- Annaly Capital Management made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1255 holding.
- Bank of Montreal first reported a position in Annaly Capital Management in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Annaly Capital Management position peaked at $60.4M in Q3 2017.
- 770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.