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Key Financial Inc’s Annaly Capital Management NLY Stock Holding History

Key Financial Inc’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 		$7.42K Sell
351
-22
-6% -$501 ﹤0.01% 950
2025
Q4 		$8.34K Hold
373
– – ﹤0.01% 925
2025
Q3 		$7.7K Buy
373
+22
+6% +$456 ﹤0.01% 948
2025
Q2 		$6.61K Buy
+351
New +$6.67K ﹤0.01% 972

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

Key Financial Inc's NLY Position: Q1 2026 in Review

Key Financial Inc reduced its Annaly Capital Management (NLY) stake by 5.9% in Q1 2026, selling an estimated $501 and leaving 351 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Key Financial Inc first reported a position in NLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.34K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Key Financial Inc held 351 shares of Annaly Capital Management worth $7.42K as of Q1 2026.
  • Key Financial Inc sold 22 Annaly Capital Management shares in Q1 2026, an estimated $501.
  • Annaly Capital Management made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #950 holding.
  • Key Financial Inc first reported a position in Annaly Capital Management in Q2 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Annaly Capital Management position peaked at $8.34K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.