Frank Rimerman Advisors’s Annaly Capital Management NLY Stock Holding History

Frank Rimerman 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
2026 Q1	$741K	Buy	35,031 +34	+0.1%	+$774	0.05%	300
2025 Q4	$783K	Buy	34,997 +10,060	+40%	+$219K	0.05%	284
2025 Q3	$504K	Buy	24,937 +9,374	+60%	+$194K	0.03%	371
2025 Q2	$293K	Sell	15,563 -7,213	-32%	-$137K	0.02%	460
2025 Q1	$463K	Buy	22,776 +12,765	+128%	+$263K	0.04%	325
2024 Q4	$183K	Sell	10,011 -4,713	-32%	-$92.1K	0.01%	509
2024 Q3	$296K	Sell	14,724 -10,350	-41%	-$207K	0.02%	426
2024 Q2	$478K	Buy	+25,074	New	+$487K	0.03%	349

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Frank Rimerman Advisors's NLY Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Annaly Capital Management (NLY) stake by 0.1% in Q1 2026, buying an estimated $774 and bringing the position to 35,031 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #300.

Frank Rimerman Advisors first reported a position in NLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $783K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Frank Rimerman Advisors held 35,031 shares of Annaly Capital Management worth $741K as of Q1 2026.
Frank Rimerman Advisors bought 34 Annaly Capital Management shares in Q1 2026, an estimated $774.
Annaly Capital Management made up 0.05% of Frank Rimerman Advisors's portfolio in Q1 2026, its #300 holding.
Frank Rimerman Advisors first reported a position in Annaly Capital Management in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Annaly Capital Management position peaked at $783K in Q4 2025.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.