FWA
NLY icon

Flagship Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Flagship Wealth Advisors’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
-26
Closed -$525 – 421
2025
Q3 		$525 Buy
+26
New +$539 ﹤0.01% 422

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Flagship Wealth Advisors's NLY Position: Q4 2025 in Review

Flagship Wealth Advisors sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 26 shares — an estimated $525 sold.

Flagship Wealth Advisors first reported a position in NLY in Q3 2025 and held it in 1 quarter. The position peaked at $525 in Q3 2025. 760 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Flagship Wealth Advisors reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • Flagship Wealth Advisors sold 26 Annaly Capital Management shares in Q4 2025, an estimated $525.
  • Flagship Wealth Advisors first reported a position in Annaly Capital Management in Q3 2025 and held it in 1 quarter.
  • Flagship Wealth Advisors's Annaly Capital Management position peaked at $525 in Q3 2025.
  • 760 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Flagship Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.