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EverSource Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

EverSource Wealth Advisors’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 		$184K Sell
8,682
-288
-3% -$6.56K 0.01% 1101
2025
Q4 		$201K Buy
8,970
+2,157
+32% +$47K 0.01% 946
2025
Q3 		$138K Buy
6,813
+557
+9% +$11.6K 0.01% 1099
2025
Q2 		$118K Buy
6,256
+132
+2% +$2.51K 0.01% 1110
2025
Q1 		$124K Buy
6,124
+285
+5% +$5.87K 0.01% 833
2024
Q4 		$107K Buy
5,839
+429
+8% +$8.38K 0.01% 883
2024
Q3 		$109K Buy
5,410
+3,000
+124% +$60.1K 0.01% 771
2024
Q2 		$48K Buy
2,410
+333
+16% +$6.46K ﹤0.01% 1107
2024
Q1 		$38.9K Buy
2,077
+1,076
+107% +$20.7K ﹤0.01% 1079
2023
Q4 		$19.4K Sell
1,001
-457
-31% -$8.15K ﹤0.01% 1245
2023
Q3 		$27.4K Sell
1,458
-122
-8% -$2.42K ﹤0.01% 1017
2023
Q2 		$31.6K Sell
1,580
-560
-26% -$10.9K ﹤0.01% 995
2023
Q1 		$40.9K Buy
2,140
+130
+6% +$2.74K 0.01% 859
2022
Q4 		$42.4K Buy
2,010
+1,895
+1,648% +$37.3K 0.01% 822
2022
Q3 		$2K Buy
+115
New +$2.9K ﹤0.01% 1702
2022
Q1 		– Sell
-59
Closed -$2K – 1801
2021
Q4 		$2K Buy
+59
New +$1.98K ﹤0.01% 1586

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

EverSource Wealth Advisors's NLY Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Annaly Capital Management (NLY) stake by 3.2% in Q1 2026, selling an estimated $6.56K and leaving 8,682 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #1101.

EverSource Wealth Advisors first reported a position in NLY in Q4 2021 and has held it in 16 quarters since. The position peaked at $201K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • EverSource Wealth Advisors held 8,682 shares of Annaly Capital Management worth $184K as of Q1 2026.
  • EverSource Wealth Advisors sold 288 Annaly Capital Management shares in Q1 2026, an estimated $6.56K.
  • Annaly Capital Management made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1101 holding.
  • EverSource Wealth Advisors first reported a position in Annaly Capital Management in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Annaly Capital Management position peaked at $201K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.