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Cornerstone Planning Group’s Annaly Capital Management NLY Stock Holding History

Cornerstone Planning 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
Q2 		$1.3K Buy
58
+15
+35% +$331 ﹤0.01% 1432
2026
Q1 		$963 Buy
+43
New +$979 ﹤0.01% 1476
2025
Q4 		– Sell
-3
Closed -$62 – 1802
2025
Q3 		$62 Buy
+3
New +$62 ﹤0.01% 1669
2024
Q4 		– Sell
-57
Closed -$1.09K – 1466
2024
Q3 		$1.09K Buy
57
+43
+307% +$861 ﹤0.01% 918
2024
Q2 		$270 Sell
14
-54
-79% -$1.05K ﹤0.01% 1162
2024
Q1 		$1.32K Buy
+68
New +$1.31K ﹤0.01% 730

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Planning Group's NLY Position: Q2 2026 in Review

Cornerstone Planning Group increased its Annaly Capital Management (NLY) stake by 35% in Q2 2026, buying an estimated $331 and bringing the position to 58 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Cornerstone Planning Group first reported a position in NLY in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.32K in Q1 2024. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Cornerstone Planning Group held 58 shares of Annaly Capital Management worth $1.3K as of Q2 2026.
  • Cornerstone Planning Group bought 15 Annaly Capital Management shares in Q2 2026, an estimated $331.
  • Annaly Capital Management made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1432 holding.
  • Cornerstone Planning Group first reported a position in Annaly Capital Management in Q1 2024 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Annaly Capital Management position peaked at $1.32K in Q1 2024.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.