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GoalVest Advisory’s Annaly Capital Management NLY Stock Holding History

GoalVest Advisory’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
-622
Closed -$13.9K – 516
2025
Q4 		$13.9K Buy
+622
New +$13.5K ﹤0.01% 392

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 $3.38T AUM 44.17% 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

GoalVest Advisory's NLY Position: Q1 2026 in Review

GoalVest Advisory sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 622 shares — an estimated $13.9K sold.

GoalVest Advisory first reported a position in NLY in Q4 2025 and held it in 1 quarter. The position peaked at $13.9K in Q4 2025. 777 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • GoalVest Advisory reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 622 Annaly Capital Management shares in Q1 2026, an estimated $13.9K.
  • GoalVest Advisory first reported a position in Annaly Capital Management in Q4 2025 and held it in 1 quarter.
  • GoalVest Advisory's Annaly Capital Management position peaked at $13.9K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.