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 Q3	–	Sell	-58	Closed	-$1.3K	–	1153
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Cornerstone Planning Group's NLY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Annaly Capital Management (NLY) in Q3 2026, closing a stake of 58 shares — an estimated $1.3K sold.

Cornerstone Planning Group first reported a position in NLY in Q1 2024 and held it in 6 quarters. The position peaked at $1.32K in Q1 2024. 194 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

Cornerstone Planning Group reported no remaining Annaly Capital Management position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 58 Annaly Capital Management shares in Q3 2026, an estimated $1.3K.
Cornerstone Planning Group first reported a position in Annaly Capital Management in Q1 2024 and held it in 6 quarters.
Cornerstone Planning Group's Annaly Capital Management position peaked at $1.32K in Q1 2024.
194 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.