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High Note Wealth’s Annaly Capital Management NLY Stock Holding History

High Note Wealth’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 		$5.96K Hold
282
– – ﹤0.01% 484
2025
Q4 		$6.31K Buy
282
+15
+6% +$327 ﹤0.01% 425
2025
Q3 		$5.4K Buy
267
+18
+7% +$373 ﹤0.01% 434
2025
Q2 		$4.69K Sell
249
-6
-2% -$114 ﹤0.01% 447
2025
Q1 		$5.18K Hold
255
– – ﹤0.01% 397
2024
Q4 		$4.67K Buy
+255
New +$4.98K ﹤0.01% 465

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

High Note Wealth's NLY Position: Q1 2026 in Review

High Note Wealth held its Annaly Capital Management (NLY) position steady in Q1 2026 at 282 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

High Note Wealth first reported a position in NLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.31K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • High Note Wealth held 282 shares of Annaly Capital Management worth $5.96K as of Q1 2026.
  • High Note Wealth left its Annaly Capital Management share count unchanged in Q1 2026.
  • Annaly Capital Management made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #484 holding.
  • High Note Wealth first reported a position in Annaly Capital Management in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Annaly Capital Management position peaked at $6.31K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.