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Fiduciary Family Office’s Annaly Capital Management NLY Stock Holding History

Fiduciary Family Office’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 		– Sell
-10,285
Closed -$230K – 196
2025
Q4 		$230K Buy
+10,285
New +$224K 0.07% 168
2025
Q2 		– Sell
-24,315
Closed -$494K – 199
2025
Q1 		$494K Buy
+24,315
New +$500K 0.16% 123
2024
Q4 		– Sell
-55,125
Closed -$1.11M – 193
2024
Q3 		$1.11M Buy
55,125
+7,969
+17% +$160K 0.37% 61
2024
Q2 		$899K Buy
47,156
+3,120
+7% +$60.6K 0.35% 74
2024
Q1 		$867K Buy
44,036
+30,140
+217% +$581K 0.34% 84
2023
Q4 		$269K Buy
+13,896
New +$248K 0.12% 175

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Family Office's NLY Position: Q1 2026 in Review

Fiduciary Family Office sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 10,285 shares — an estimated $230K sold.

Fiduciary Family Office first reported a position in NLY in Q4 2023 and held it in 6 quarters. The position peaked at $1.11M in Q3 2024. 772 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Fiduciary Family Office reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 10,285 Annaly Capital Management shares in Q1 2026, an estimated $230K.
  • Fiduciary Family Office first reported a position in Annaly Capital Management in Q4 2023 and held it in 6 quarters.
  • Fiduciary Family Office's Annaly Capital Management position peaked at $1.11M in Q3 2024.
  • 772 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.