CAM
NLY icon

Costello Asset Management’s Annaly Capital Management NLY Stock Holding History

Costello Asset Management’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 		$1.06K Hold
50
– – ﹤0.01% 651
2025
Q4 		$1.12K Hold
50
– – ﹤0.01% 656
2025
Q3 		$1.01K Hold
50
– – ﹤0.01% 631
2025
Q2 		$941 Hold
50
– – ﹤0.01% 653
2025
Q1 		$1.02K Buy
+50
New +$1.03K ﹤0.01% 638

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

Costello Asset Management's NLY Position: Q1 2026 in Review

Costello Asset Management held its Annaly Capital Management (NLY) position steady in Q1 2026 at 50 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Costello Asset Management first reported a position in NLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.12K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Costello Asset Management held 50 shares of Annaly Capital Management worth $1.06K as of Q1 2026.
  • Costello Asset Management left its Annaly Capital Management share count unchanged in Q1 2026.
  • Annaly Capital Management made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #651 holding.
  • Costello Asset Management first reported a position in Annaly Capital Management in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Annaly Capital Management position peaked at $1.12K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.