JEST
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JTC Employer Solutions Trustee’s Annaly Capital Management NLY Stock Holding History

JTC Employer Solutions Trustee’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 		$13K Hold
605
– – ﹤0.01% 278
2025
Q4 		$14K Hold
605
– – ﹤0.01% 280
2025
Q3 		$12K Hold
605
– – ﹤0.01% 281
2025
Q2 		$11K Hold
605
– – ﹤0.01% 275
2025
Q1 		$12K Hold
605
– – ﹤0.01% 284
2024
Q4 		$11K Hold
605
– – ﹤0.01% 286
2024
Q3 		$12K Hold
605
– – ﹤0.01% 296
2024
Q2 		$12K Hold
605
– – ﹤0.01% 296
2024
Q1 		$12K Hold
605
– – ﹤0.01% 306
2023
Q4 		$12K Hold
605
– – ﹤0.01% 304
2023
Q3 		$11K Hold
605
– – ﹤0.01% 315
2023
Q2 		$12K Hold
605
– – ﹤0.01% 321
2023
Q1 		$12K Hold
605
– – ﹤0.01% 329
2022
Q4 		$13K Buy
+605
New +$11.9K ﹤0.01% 340

Other funds holding NLY

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return