CIBC Private Wealth Group
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CIBC Private Wealth Group’s Annaly Capital Management NLY Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$101K Buy
4,514
+1,655
+58% +$36K ﹤0.01% 1507
2025
Q3 		$57.8K Buy
2,859
+552
+24% +$11.4K ﹤0.01% 1729
2025
Q2 		$43.4K Sell
2,307
-11
-0.5% -$209 ﹤0.01% 1725
2025
Q1 		$41.4K Sell
2,318
-1,514
-40% -$31.2K ﹤0.01% 1694
2024
Q4 		$70.9K Sell
3,832
-1
-0% -$20 ﹤0.01% 1546
2024
Q3 		$76.9K Sell
3,833
-1
-0% -$20 ﹤0.01% 1609
2024
Q2 		$72.8K Buy
3,834
+1
+0% +$19 ﹤0.01% 1521
2024
Q1 		$74.5K Buy
+3,833
New +$73.9K ﹤0.01% 1510
2018
Q4 		– Sell
-3,009
Closed -$123K – 923
2018
Q3 		$123K Buy
3,009
+1,020
+51% +$42.7K ﹤0.01% 939
2018
Q2 		$82K Buy
1,989
+821
+70% +$34.2K ﹤0.01% 1064
2018
Q1 		$49K Sell
1,168
-30
-3% -$1.28K ﹤0.01% 1163
2017
Q4 		$57K Buy
+1,198
New +$56.9K ﹤0.01% 1149
2014
Q3 		– Sell
-4,452
Closed -$204K – 617
2014
Q2 		$204K Buy
+4,452
New +$205K ﹤0.01% 593

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's NLY Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Annaly Capital Management (NLY) stake by 58% in Q4 2025, buying an estimated $36K and bringing the position to 4,514 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

CIBC Private Wealth Group first reported a position in NLY in Q2 2014 and has held it in 13 quarters since. The position peaked at $204K in Q2 2014. 760 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • CIBC Private Wealth Group held 4,514 shares of Annaly Capital Management worth $101K as of Q4 2025.
  • CIBC Private Wealth Group bought 1,655 Annaly Capital Management shares in Q4 2025, an estimated $36K.
  • Annaly Capital Management made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1507 holding.
  • CIBC Private Wealth Group first reported a position in Annaly Capital Management in Q2 2014 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's Annaly Capital Management position peaked at $204K in Q2 2014.
  • 760 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.