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Chapman Financial Group’s Annaly Capital Management NLY Stock Holding History

Chapman Financial Group’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 		$936K Buy
44,268
+1,500
+4% +$34.2K 0.67% 41
2025
Q4 		$956K Buy
42,768
+1,776
+4% +$38.7K 0.65% 44
2025
Q3 		$828K Buy
40,992
+5,642
+16% +$117K 0.57% 55
2025
Q2 		$665K Buy
+35,350
New +$672K 0.56% 55

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

Chapman Financial Group's NLY Position: Q1 2026 in Review

Chapman Financial Group increased its Annaly Capital Management (NLY) stake by 3.5% in Q1 2026, buying an estimated $34.2K and bringing the position to 44,268 shares worth $936K. The position accounts for 0.67% of the portfolio, ranked #41.

Chapman Financial Group first reported a position in NLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $956K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Chapman Financial Group held 44,268 shares of Annaly Capital Management worth $936K as of Q1 2026.
  • Chapman Financial Group bought 1,500 Annaly Capital Management shares in Q1 2026, an estimated $34.2K.
  • Annaly Capital Management made up 0.67% of Chapman Financial Group's portfolio in Q1 2026, its #41 holding.
  • Chapman Financial Group first reported a position in Annaly Capital Management in Q2 2025 and has held it in 4 quarters since.
  • Chapman Financial Group's Annaly Capital Management position peaked at $956K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.