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Elevation Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Elevation Wealth Partners’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 		$8.67K Buy
459
+100
+28% +$2.25K ﹤0.01% 939
2026
Q2 		$8.03K Buy
+359
New +$7.93K ﹤0.01% 889
2026
Q1 		– Sell
-1,731
Closed -$38.7K – 1118
2025
Q4 		$38.7K Buy
+1,731
New +$37.7K 0.01% 275
2023
Q3 		– Sell
-750
Closed -$15K – 357
2023
Q2 		$15K Hold
750
– – 0.01% 228
2023
Q1 		$14.3K Buy
+750
New +$15.8K 0.01% 239

Other funds holding NLY

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Elevation Wealth Partners's NLY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Annaly Capital Management (NLY) stake by 28% in Q3 2026, buying an estimated $2.25K and bringing the position to 459 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Elevation Wealth Partners first reported a position in NLY in Q1 2023 and has held it in 5 quarters since. The position peaked at $38.7K in Q4 2025. 35 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Elevation Wealth Partners held 459 shares of Annaly Capital Management worth $8.67K as of Q3 2026.
  • Elevation Wealth Partners bought 100 Annaly Capital Management shares in Q3 2026, an estimated $2.25K.
  • Annaly Capital Management made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #939 holding.
  • Elevation Wealth Partners first reported a position in Annaly Capital Management in Q1 2023 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Annaly Capital Management position peaked at $38.7K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.