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Boreal Capital Management’s Annaly Capital Management NLY Stock Holding History

Boreal Capital 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
2025
Q4 		– Sell
-1,500
Closed -$31.4K – 519
2025
Q3 		$31.4K Hold
1,500
– – 0.03% 240
2025
Q2 		$29.3K Buy
+1,500
New +$28.5K 0.02% 246

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State Street
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Geode Capital Management
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boreal Capital Management's NLY Position: Q4 2025 in Review

Boreal Capital Management sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 1,500 shares — an estimated $31.4K sold.

Boreal Capital Management first reported a position in NLY in Q2 2025 and held it in 2 quarters. The position peaked at $31.4K in Q3 2025. 765 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Boreal Capital Management reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • Boreal Capital Management sold 1,500 Annaly Capital Management shares in Q4 2025, an estimated $31.4K.
  • Boreal Capital Management first reported a position in Annaly Capital Management in Q2 2025 and held it in 2 quarters.
  • Boreal Capital Management's Annaly Capital Management position peaked at $31.4K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Boreal Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.