Creative Financial Designs’s Annaly Capital Management NLY Stock Holding History

Creative Financial Designs’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	$71.1K	Buy	3,362 +62	+2%	+$1.41K	﹤0.01%	780
2025 Q4	$73.8K	Sell	3,300 -98	-3%	-$2.13K	﹤0.01%	731
2025 Q3	$68.7K	Buy	3,398 +466	+16%	+$9.66K	﹤0.01%	742
2025 Q2	$55.2K	Sell	2,932 -1	-0%	-$19	﹤0.01%	837
2025 Q1	$59.6K	Sell	2,933 -227	-7%	-$4.67K	﹤0.01%	767
2024 Q4	$57.8K	Sell	3,160 -738	-19%	-$14.4K	﹤0.01%	744
2024 Q3	$78.2K	Buy	3,898 +126	+3%	+$2.52K	0.01%	655
2024 Q2	$71.9K	Buy	3,772 +93	+3%	+$1.81K	0.01%	657
2024 Q1	$72.4K	Sell	3,679 -2,930	-44%	-$56.5K	0.01%	636
2023 Q4	$128K	Buy	6,609 +5,060	+327%	+$90.3K	0.01%	490
2023 Q3	$29.1K	Sell	1,549 -88	-5%	-$1.75K	﹤0.01%	764
2023 Q2	$32.8K	Buy	1,637 +1,471	+886%	+$28.6K	﹤0.01%	741
2023 Q1	$3.17K	Hold	166	–	–	﹤0.01%	1202
2022 Q4	$3.5K	Hold	166	–	–	﹤0.01%	1098
2022 Q3	$3K	Sell	166 -1	-0.6%	-$25	﹤0.01%	1124
2022 Q2	$4K	Hold	167	–	–	﹤0.01%	1053
2022 Q1	$5K	Hold	167	–	–	﹤0.01%	1043
2021 Q4	$5K	Hold	167	–	–	﹤0.01%	1026
2021 Q3	$6K	Hold	167	–	–	﹤0.01%	1123
2021 Q2	$6K	Hold	167	–	–	﹤0.01%	1135
2021 Q1	$6K	Hold	167	–	–	﹤0.01%	1027
2020 Q4	$6K	Hold	167	–	–	﹤0.01%	953
2020 Q3	$5K	Hold	167	–	–	﹤0.01%	938
2020 Q2	$4K	Hold	167	–	–	﹤0.01%	929
2020 Q1	$3K	Hold	167	–	–	﹤0.01%	437
2019 Q4	$6K	Hold	167	–	–	﹤0.01%	451
2019 Q3	$6K	Hold	167	–	–	﹤0.01%	455
2019 Q2	$6K	Buy	+167	New	+$6.36K	﹤0.01%	446

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's NLY Position: Q1 2026 in Review

Creative Financial Designs increased its Annaly Capital Management (NLY) stake by 1.9% in Q1 2026, buying an estimated $1.41K and bringing the position to 3,362 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Creative Financial Designs first reported a position in NLY in Q2 2019 and has held it in 28 quarters since. The position peaked at $128K in Q4 2023. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Creative Financial Designs held 3,362 shares of Annaly Capital Management worth $71.1K as of Q1 2026.
Creative Financial Designs bought 62 Annaly Capital Management shares in Q1 2026, an estimated $1.41K.
Annaly Capital Management made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #780 holding.
Creative Financial Designs first reported a position in Annaly Capital Management in Q2 2019 and has held it in 28 quarters since.
Creative Financial Designs's Annaly Capital Management position peaked at $128K in Q4 2023.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.