Financial Gravity Asset Management’s Annaly Capital Management NLY Stock Holding History

Financial Gravity Asset 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
2026 Q1	$27.7K	Hold	1,312	–	–	﹤0.01%	395
2025 Q4	$29.3K	Hold	1,312	–	–	0.01%	314
2025 Q3	$26.5K	Buy	+1,312	New	+$27.2K	0.01%	379
2025 Q1	$28.2K	Buy	+1,387	New	+$28.5K	0.01%	423
2020 Q4	$0	Buy	+1	New	+$31	﹤0.01%	615
2019 Q4	$9K	Sell	1 -3	-75%	-$109	0.01%	1207
2019 Q3	$0	Sell	4 -26	-87%	-$937	﹤0.01%	1437
2019 Q2	$1K	Sell	30 -139	-82%	-$5.3K	﹤0.01%	1095
2019 Q1	$7K	Buy	+169	New	+$6.9K	0.01%	627
2018 Q3	$6K	Buy	140 +53	+61%	+$2.22K	0.01%	694
2018 Q2	$4K	Buy	87 +25	+40%	+$1.04K	﹤0.01%	837
2018 Q1	$3K	Buy	+62	New	+$2.64K	﹤0.01%	865

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's NLY Position: Q1 2026 in Review

Financial Gravity Asset Management held its Annaly Capital Management (NLY) position steady in Q1 2026 at 1,312 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Financial Gravity Asset Management first reported a position in NLY in Q1 2018 and has held it in 12 quarters since. The position peaked at $29.3K in Q4 2025. 776 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Financial Gravity Asset Management held 1,312 shares of Annaly Capital Management worth $27.7K as of Q1 2026.
Financial Gravity Asset Management left its Annaly Capital Management share count unchanged in Q1 2026.
Annaly Capital Management made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #395 holding.
Financial Gravity Asset Management first reported a position in Annaly Capital Management in Q1 2018 and has held it in 12 quarters since.
Financial Gravity Asset Management's Annaly Capital Management position peaked at $29.3K in Q4 2025.
776 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.