Kestra Private Wealth Services’s Annaly Capital Management NLY Stock Holding History

Kestra Private Wealth Services’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	$989K	Sell	46,781 -1,960	-4%	-$44.6K	0.01%	845
2025 Q4	$1.09M	Sell	48,741 -354	-0.7%	-$7.71K	0.01%	777
2025 Q3	$992K	Buy	49,095 +2,886	+6%	+$59.9K	0.01%	785
2025 Q2	$870K	Sell	46,209 -7,585	-14%	-$144K	0.01%	793
2025 Q1	$1.09M	Sell	53,794 -4,810	-8%	-$99K	0.02%	649
2024 Q4	$1.07M	Sell	58,604 -1,338	-2%	-$26.1K	0.02%	623
2024 Q3	$1.24M	Sell	59,942 -2,198	-4%	-$44K	0.02%	547
2024 Q2	$1.22M	Sell	62,140 -1,388	-2%	-$26.9K	0.02%	515
2024 Q1	$1.29M	Buy	+63,528	New	+$1.22M	0.03%	490
2020 Q4	–	Sell	-96,241	Closed	-$2.74M	–	770
2020 Q3	$2.74M	Buy	+96,241	New	+$2.79M	0.24%	101

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

Kestra Private Wealth Services's NLY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Annaly Capital Management (NLY) stake by 4% in Q1 2026, selling an estimated $44.6K and leaving 46,781 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #845.

Kestra Private Wealth Services first reported a position in NLY in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.74M in Q3 2020. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Kestra Private Wealth Services held 46,781 shares of Annaly Capital Management worth $989K as of Q1 2026.
Kestra Private Wealth Services sold 1,960 Annaly Capital Management shares in Q1 2026, an estimated $44.6K.
Annaly Capital Management made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #845 holding.
Kestra Private Wealth Services first reported a position in Annaly Capital Management in Q3 2020 and has held it in 10 quarters since.
Kestra Private Wealth Services's Annaly Capital Management position peaked at $2.74M in Q3 2020.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.