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Financial Consulate’s Annaly Capital Management NLY Stock Holding History

Financial Consulate’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 		$550 Buy
+26
New +$592 ﹤0.01% 1227
2025
Q4 		– Sell
-32
Closed -$647 – 1414
2025
Q3 		$647 Buy
+32
New +$664 ﹤0.01% 937

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

Financial Consulate's NLY Position: Q1 2026 in Review

Financial Consulate opened a new position in Annaly Capital Management (NLY) in Q1 2026: 26 shares worth $550. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings. This is a return to the name: Financial Consulate previously reported a position in NLY as recently as Q3 2025.

Financial Consulate first reported a position in NLY in Q3 2025 and has held it in 2 quarters since. The position peaked at $647 in Q3 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Financial Consulate held 26 shares of Annaly Capital Management worth $550 as of Q1 2026.
  • Annaly Capital Management was a new Financial Consulate position in Q1 2026.
  • Annaly Capital Management made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1227 holding.
  • Financial Consulate first reported a position in Annaly Capital Management in Q3 2025 and has held it in 2 quarters since.
  • Financial Consulate's Annaly Capital Management position peaked at $647 in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.