Janney Montgomery Scott
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Janney Montgomery Scott’s Annaly Capital Management NLY Stock Holding History

Janney Montgomery Scott’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 		$9.21M Buy
435,667
+29,486
+7% +$672K 0.02% 617
2025
Q4 		$9.08M Buy
406,181
+8,363
+2% +$182K 0.02% 657
2025
Q3 		$8.04M Buy
397,818
+209,829
+112% +$4.35M 0.02% 698
2025
Q2 		$3.54M Buy
187,989
+34,891
+23% +$663K 0.01% 958
2025
Q1 		$3.11M Sell
153,098
-640
-0.4% -$13.2K 0.01% 971
2024
Q4 		$2.81M Buy
153,738
+18,541
+14% +$362K 0.01% 1009
2024
Q3 		$2.71M Buy
135,197
+4,586
+4% +$91.9K 0.01% 990
2024
Q2 		$2.49M Buy
130,611
+4,941
+4% +$95.9K 0.01% 997
2024
Q1 		$2.47M Buy
125,670
+11,993
+11% +$231K 0.01% 1051
2023
Q4 		$2.2M Sell
113,677
-25,839
-19% -$461K 0.01% 1061
2023
Q3 		$2.62M Buy
139,516
+16,987
+14% +$338K 0.01% 916
2023
Q2 		$2.45M Buy
+122,529
New +$2.38M 0.01% 984
2023
Q1 		– Sell
-96,022
Closed -$2.02M – 2654
2022
Q4 		$2.02M Sell
96,022
-881
-0.9% -$17.3K 0.01% 1022
2022
Q3 		$1.66M Buy
+96,903
New +$2.44M 0.01% 1056
2021
Q1 		– Sell
-98,962
Closed -$3.35M – 2330
2020
Q4 		$3.35M Buy
98,962
+30,392
+44% +$941K 0.02% 662
2020
Q3 		$1.95M Sell
68,570
-8,483
-11% -$246K 0.01% 814
2020
Q2 		$2.02M Sell
77,053
-15,512
-17% -$383K 0.01% 765
2020
Q1 		$1.88M Buy
92,565
+16,998
+22% +$598K 0.01% 717
2019
Q4 		$2.85M Sell
75,567
-12,595
-14% -$459K 0.02% 648
2019
Q3 		$3.1M Sell
88,162
-4,785
-5% -$172K 0.02% 596
2019
Q2 		$3.39M Buy
92,947
+10,213
+12% +$389K 0.03% 538
2019
Q1 		$3.31M Buy
82,734
+12,126
+17% +$495K 0.03% 524
2018
Q4 		$2.77M Sell
70,608
-1,399
-2% -$55.9K 0.03% 526
2018
Q3 		$2.95M Buy
72,007
+4,798
+7% +$201K 0.03% 573
2018
Q2 		$2.77M Buy
67,209
+1,568
+2% +$65.3K 0.03% 558
2018
Q1 		$2.74M Buy
65,641
+2,870
+5% +$122K 0.03% 546
2017
Q4 		$2.98M Sell
62,771
-2,247
-3% -$107K 0.03% 500
2017
Q3 		$3.17M Buy
65,018
+295
+0.5% +$14.4K 0.04% 457
2017
Q2 		$3.12M Buy
64,723
+1,271
+2% +$60K 0.04% 429
2017
Q1 		$2.82M Sell
63,452
-1,724
-3% -$73.4K 0.04% 448
2016
Q4 		$2.6M Sell
65,176
-26,232
-29% -$1.07M 0.04% 427
2016
Q3 		$3.84M Buy
+91,408
New +$3.96M 0.07% 286
2016
Q2 		– Sell
-82,921
Closed -$3.4M – 1005
2016
Q1 		$3.4M Buy
82,921
+12,503
+18% +$491K 0.09% 225
2015
Q4 		$2.64M Buy
70,418
+17,224
+32% +$671K 0.07% 283
2015
Q3 		$2.1M Sell
53,194
-3,167
-6% -$127K 0.06% 328
2015
Q2 		$2.47M Buy
56,361
+17,344
+44% +$701K 0.05% 427
2015
Q1 		$1.62M Sell
39,017
-679
-2% -$28.9K 0.03% 650
2014
Q4 		$1.72M Sell
39,696
-12,012
-23% -$543K 0.03% 612
2014
Q3 		$2.21M Sell
51,708
-1,823
-3% -$83.3K 0.05% 490
2014
Q2 		$2.45M Sell
53,531
-2,830
-5% -$130K 0.05% 437
2014
Q1 		$2.47M Buy
56,361
+1,576
+3% +$68.1K 0.06% 393
2013
Q4 		$2.18M Buy
54,785
+574
+1% +$24.9K 0.06% 404
2013
Q3 		$2.51M Buy
54,211
+48,100
+787% +$2.26M 0.08% 320
2013
Q2 		$307K Buy
+6,111
New +$357K 0.03% 532

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

Janney Montgomery Scott's NLY Position: Q1 2026 in Review

Janney Montgomery Scott increased its Annaly Capital Management (NLY) stake by 7.3% in Q1 2026, buying an estimated $672K and bringing the position to 435,667 shares worth $9.21M. The position accounts for 0.02% of the portfolio, ranked #617.

Janney Montgomery Scott first reported a position in NLY in Q2 2013 and has held it in 44 quarters since. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Janney Montgomery Scott held 435,667 shares of Annaly Capital Management worth $9.21M as of Q1 2026.
  • Janney Montgomery Scott bought 29,486 Annaly Capital Management shares in Q1 2026, an estimated $672K.
  • Annaly Capital Management made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #617 holding.
  • Janney Montgomery Scott first reported a position in Annaly Capital Management in Q2 2013 and has held it in 44 quarters since.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.