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Capital Analysts LLC’s Annaly Capital Management NLY Stock Holding History

Capital Analysts LLC’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 		$45K Sell
2,150
-398
-16% -$9.06K ﹤0.01% 963
2025
Q4 		$57K Sell
2,548
-1,500
-37% -$32.7K ﹤0.01% 894
2025
Q3 		$82K Hold
4,048
– – ﹤0.01% 778
2025
Q2 		$76K Buy
4,048
+2,548
+170% +$48.4K ﹤0.01% 728
2025
Q1 		$30K Hold
1,500
– – ﹤0.01% 900
2024
Q4 		$27K Hold
1,500
– – ﹤0.01% 873
2024
Q3 		$30K Hold
1,500
– – ﹤0.01% 828
2024
Q2 		$29K Buy
+1,500
New +$29.1K ﹤0.01% 802
2022
Q2 		– Sell
-572
Closed -$16K – 1023
2022
Q1 		$16K Buy
572
+29
+5% +$862 ﹤0.01% 698
2021
Q4 		$17K Buy
543
+275
+103% +$9.24K ﹤0.01% 742
2021
Q3 		$9K Buy
268
+91
+51% +$3.13K ﹤0.01% 806
2021
Q2 		$6K Buy
+177
New +$6.43K ﹤0.01% 803

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

Capital Analysts LLC's NLY Position: Q1 2026 in Review

Capital Analysts LLC reduced its Annaly Capital Management (NLY) stake by 16% in Q1 2026, selling an estimated $9.06K and leaving 2,150 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Capital Analysts LLC first reported a position in NLY in Q2 2021 and has held it in 12 quarters since. The position peaked at $82K in Q3 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Capital Analysts LLC held 2,150 shares of Annaly Capital Management worth $45K as of Q1 2026.
  • Capital Analysts LLC sold 398 Annaly Capital Management shares in Q1 2026, an estimated $9.06K.
  • Annaly Capital Management made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #963 holding.
  • Capital Analysts LLC first reported a position in Annaly Capital Management in Q2 2021 and has held it in 12 quarters since.
  • Capital Analysts LLC's Annaly Capital Management position peaked at $82K in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.