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IFG Advisory’s Annaly Capital Management NLY Stock Holding History

IFG 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 		$15K Sell
709
-9,001
-93% -$205K 0.04% 226
2025
Q4 		$217K Sell
9,710
-445
-4% -$9.69K 0.01% 714
2025
Q3 		$205K Sell
10,155
-644
-6% -$13.4K 0.01% 746
2025
Q2 		$203K Buy
10,799
+930
+9% +$17.7K 0.01% 717
2025
Q1 		$200K Buy
+9,869
New +$203K 0.01% 661
2024
Q4 		– Sell
-10,452
Closed -$210K – 679
2024
Q3 		$210K Sell
10,452
-449
-4% -$8.99K 0.01% 364
2024
Q2 		$208K Buy
+10,901
New +$212K 0.01% 589

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

IFG Advisory's NLY Position: Q1 2026 in Review

IFG Advisory reduced its Annaly Capital Management (NLY) stake by 93% in Q1 2026, selling an estimated $205K and leaving 709 shares worth $15K. The position accounts for 0.04% of the portfolio, ranked #226.

IFG Advisory first reported a position in NLY in Q2 2024 and has held it in 7 quarters since. The position peaked at $217K in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • IFG Advisory held 709 shares of Annaly Capital Management worth $15K as of Q1 2026.
  • IFG Advisory sold 9,001 Annaly Capital Management shares in Q1 2026, an estimated $205K.
  • Annaly Capital Management made up 0.04% of IFG Advisory's portfolio in Q1 2026, its #226 holding.
  • IFG Advisory first reported a position in Annaly Capital Management in Q2 2024 and has held it in 7 quarters since.
  • IFG Advisory's Annaly Capital Management position peaked at $217K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.