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Evolution Wealth Management’s Annaly Capital Management NLY Stock Holding History

Evolution Wealth 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
2025
Q4 		– Sell
-1,576
Closed -$31.8K – 773
2025
Q3 		$31.8K Buy
1,576
+52
+3% +$1.08K 0.03% 252
2025
Q2 		$28.7K Buy
+1,524
New +$29K 0.04% 239

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Management's NLY Position: Q4 2025 in Review

Evolution Wealth Management sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 1,576 shares — an estimated $31.8K sold.

Evolution Wealth Management first reported a position in NLY in Q2 2025 and held it in 2 quarters. The position peaked at $31.8K in Q3 2025. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Evolution Wealth Management reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 1,576 Annaly Capital Management shares in Q4 2025, an estimated $31.8K.
  • Evolution Wealth Management first reported a position in Annaly Capital Management in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Management's Annaly Capital Management position peaked at $31.8K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.