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 Q3	$243K	Sell	12,840 -731	-5%	-$16.4K	0.01%	820
2026 Q2	$303K	Buy	13,571 +12,862	+1,814%	+$284K	0.01%	745
2026 Q1	$15K	Sell	709 -9,001	-93%	-$205K	0.04%	226
2025 Q4	$217K	Sell	9,710 -445	-4%	-$9.7K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

IFG Advisory's NLY Position: Q3 2026 in Review

IFG Advisory reduced its Annaly Capital Management (NLY) stake by 5.4% in Q3 2026, selling an estimated $16.4K and leaving 12,840 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #820.

IFG Advisory first reported a position in NLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $303K in Q2 2026. 455 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

IFG Advisory held 12,840 shares of Annaly Capital Management worth $243K as of Q3 2026.
IFG Advisory sold 731 Annaly Capital Management shares in Q3 2026, an estimated $16.4K.
Annaly Capital Management made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #820 holding.
IFG Advisory first reported a position in Annaly Capital Management in Q2 2024 and has held it in 9 quarters since.
IFG Advisory's Annaly Capital Management position peaked at $303K in Q2 2026.
455 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.