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Fiduciary Alliance’s Annaly Capital Management NLY Stock Holding History

Fiduciary Alliance’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 		$643K Buy
28,420
+729
+3% +$16.6K 0.04% 335
2025
Q4 		$619K Buy
27,691
+245
+0.9% +$5.33K 0.04% 311
2025
Q3 		$555K Sell
27,446
-1,025
-4% -$21.3K 0.04% 327
2025
Q2 		$536K Buy
+28,471
New +$541K 0.04% 317
2023
Q3 		– Sell
-93
Closed -$1.86K – 660
2023
Q2 		$1.86K Buy
+93
New +$1.81K ﹤0.01% 808
2023
Q1 		– Sell
-93
Closed -$1.96K – 599
2022
Q4 		$1.96K Buy
+93
New +$1.83K ﹤0.01% 702

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

Fiduciary Alliance's NLY Position: Q1 2026 in Review

Fiduciary Alliance increased its Annaly Capital Management (NLY) stake by 2.6% in Q1 2026, buying an estimated $16.6K and bringing the position to 28,420 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #335.

Fiduciary Alliance first reported a position in NLY in Q4 2022 and has held it in 6 quarters since. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Fiduciary Alliance held 28,420 shares of Annaly Capital Management worth $643K as of Q1 2026.
  • Fiduciary Alliance bought 729 Annaly Capital Management shares in Q1 2026, an estimated $16.6K.
  • Annaly Capital Management made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #335 holding.
  • Fiduciary Alliance first reported a position in Annaly Capital Management in Q4 2022 and has held it in 6 quarters since.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.