Jupiter Wealth Management’s Annaly Capital Management NLY Stock Holding History

Jupiter Wealth Management’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	$404K	Buy	18,237 +541	+3%	+$12.3K	0.16%	72
2025 Q4	$406K	Buy	17,696 +1,075	+6%	+$23.4K	0.18%	64
2025 Q3	$336K	Hold	16,621	–	–	0.16%	71
2025 Q2	$347K	Buy	16,621 +551	+3%	+$10.5K	0.18%	68
2025 Q1	$318K	Buy	16,070 +1,035	+7%	+$21.3K	0.19%	58
2024 Q4	$275K	Buy	15,035 +492	+3%	+$9.61K	0.14%	77
2024 Q3	$292K	Hold	14,543	–	–	0.15%	73
2024 Q2	$290K	Buy	14,543 +456	+3%	+$8.85K	0.15%	74
2024 Q1	$277K	Buy	14,087 +911	+7%	+$17.6K	0.15%	75
2023 Q4	$255K	Hold	13,176	–	–	0.15%	75
2023 Q3	$224K	Buy	13,176 +926	+8%	+$18.4K	0.15%	75
2023 Q2	$245K	Buy	12,250 +2,183	+22%	+$42.4K	0.21%	59
2023 Q1	$192K	Buy	10,067 +363	+4%	+$7.66K	0.18%	58
2022 Q4	$204K	Buy	9,704 +1,789	+23%	+$35.2K	0.2%	50
2022 Q3	$135K	Buy	7,915 +1,745	+28%	+$44K	0.14%	59
2022 Q2	$145K	Buy	6,170 +1,200	+24%	+$31.1K	0.13%	59
2022 Q1	$139K	Buy	4,970 +1,759	+55%	+$52.3K	0.09%	79
2021 Q4	$100K	Buy	+3,211	New	+$108K	0.05%	87

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Wealth Management's NLY Position: Q1 2026 in Review

Jupiter Wealth Management increased its Annaly Capital Management (NLY) stake by 3.1% in Q1 2026, buying an estimated $12.3K and bringing the position to 18,237 shares worth $404K. The position accounts for 0.16% of the portfolio, ranked #72.

Jupiter Wealth Management first reported a position in NLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $406K in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Jupiter Wealth Management held 18,237 shares of Annaly Capital Management worth $404K as of Q1 2026.
Jupiter Wealth Management bought 541 Annaly Capital Management shares in Q1 2026, an estimated $12.3K.
Annaly Capital Management made up 0.16% of Jupiter Wealth Management's portfolio in Q1 2026, its #72 holding.
Jupiter Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and has held it in 18 quarters since.
Jupiter Wealth Management's Annaly Capital Management position peaked at $406K in Q4 2025.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.