Bank of Montreal
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Bank of Montreal’s Annaly Capital Management NLY Stock Holding History

Bank of Montreal’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
2014
Q4 		– Sell
-18,750
Closed -$801K – 4120
2014
Q3 		$801K Buy
18,750
+18,702
+38,963% +$855K ﹤0.01% 1872
2014
Q2 		$2K Sell
48
-10,002
-100% -$461K ﹤0.01% 4506
2014
Q1 		$441K Sell
10,050
-4,678
-32% -$202K ﹤0.01% 2120
2013
Q4 		$587K Buy
14,728
+53
+0.4% +$2.3K ﹤0.01% 1729
2013
Q3 		$680K Buy
+14,675
New +$691K ﹤0.01% 1643

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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. 771 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.
  • 771 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.