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Beacon Financial Advisory’s Annaly Capital Management NLY Stock Holding History

Beacon Financial Advisory’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 		$421K Buy
19,920
+632
+3% +$14.4K 0.1% 255
2025
Q4 		$431K Sell
19,288
-565
-3% -$12.3K 0.1% 233
2025
Q3 		$401K Sell
19,853
-279
-1% -$5.79K 0.09% 239
2025
Q2 		$379K Sell
20,132
-888
-4% -$16.9K 0.1% 236
2025
Q1 		$427K Buy
21,020
+876
+4% +$18K 0.13% 189
2024
Q4 		$369K Buy
20,144
+1,979
+11% +$38.7K 0.12% 193
2024
Q3 		$365K Sell
18,165
-958
-5% -$19.2K 0.12% 193
2024
Q2 		$364K Buy
19,123
+6,171
+48% +$120K 0.14% 184
2024
Q1 		$255K Sell
12,952
-1,188
-8% -$22.9K 0.12% 198
2023
Q4 		$274K Sell
14,140
-1,693
-11% -$30.2K 0.13% 199
2023
Q3 		$298K Buy
15,833
+469
+3% +$9.32K 0.16% 169
2023
Q2 		$307K Buy
15,364
+524
+4% +$10.2K 0.18% 163
2023
Q1 		$284K Buy
14,840
+189
+1% +$3.99K 0.18% 156
2022
Q4 		$309K Sell
14,651
-2,047
-12% -$40.3K 0.22% 142
2022
Q3 		$287K Buy
16,698
+746
+5% +$18.8K 0.2% 145
2022
Q2 		$377K Buy
15,952
+643
+4% +$16.7K 0.21% 141
2022
Q1 		$431K Buy
15,309
+418
+3% +$12.4K 0.21% 137
2021
Q4 		$466K Buy
14,891
+377
+3% +$12.7K 0.22% 134
2021
Q3 		$489K Buy
14,514
+363
+3% +$12.5K 0.25% 120
2021
Q2 		$503K Buy
14,151
+314
+2% +$11.4K 0.27% 121
2021
Q1 		$476K Buy
13,837
+105
+0.8% +$3.56K 0.27% 121
2020
Q4 		$464K Buy
13,732
+627
+5% +$19.4K 0.3% 108
2020
Q3 		$373K Buy
13,105
+5,985
+84% +$173K 0.32% 106
2020
Q2 		$186K Buy
7,120
+4,515
+173% +$112K 0.2% 138
2020
Q1 		$52K Buy
+2,605
New +$91.6K 0.07% 133

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

Beacon Financial Advisory's NLY Position: Q1 2026 in Review

Beacon Financial Advisory increased its Annaly Capital Management (NLY) stake by 3.3% in Q1 2026, buying an estimated $14.4K and bringing the position to 19,920 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #255.

Beacon Financial Advisory first reported a position in NLY in Q1 2020 and has held it in 25 quarters since. The position peaked at $503K in Q2 2021. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Beacon Financial Advisory held 19,920 shares of Annaly Capital Management worth $421K as of Q1 2026.
  • Beacon Financial Advisory bought 632 Annaly Capital Management shares in Q1 2026, an estimated $14.4K.
  • Annaly Capital Management made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #255 holding.
  • Beacon Financial Advisory first reported a position in Annaly Capital Management in Q1 2020 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Annaly Capital Management position peaked at $503K in Q2 2021.
  • 770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.