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Keystone Financial Group (Kentucky)’s Annaly Capital Management NLY Stock Holding History

Keystone Financial Group (Kentucky)’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
2025
Q2 		– Sell
-12,080
Closed -$245K – 436
2025
Q1 		$245K Buy
+12,080
New +$249K 0.02% 334
2022
Q3 		– Sell
-7,061
Closed -$167K – 296
2022
Q2 		$167K Sell
7,061
-703
-9% -$18.2K 0.03% 277
2022
Q1 		$219K Sell
7,764
-856
-10% -$25.4K 0.04% 269
2021
Q4 		$270K Buy
8,620
+16
+0.2% +$538 0.04% 257
2021
Q3 		$290K Buy
8,604
+141
+2% +$4.85K 0.05% 230
2021
Q2 		$301K Sell
8,463
-485
-5% -$17.6K 0.05% 225
2021
Q1 		$308K Buy
8,948
+16
+0.2% +$542 0.06% 204
2020
Q4 		$302K Sell
8,932
-8
-0.1% -$248 0.06% 194
2020
Q3 		$255K Sell
8,940
-233
-3% -$6.75K 0.06% 199
2020
Q2 		$241K Buy
9,173
+207
+2% +$5.11K 0.07% 193
2020
Q1 		$182K Buy
8,966
+89
+1% +$3.13K 0.06% 192
2019
Q4 		$334K Sell
8,877
-211
-2% -$7.69K 0.09% 165
2019
Q3 		$320K Buy
9,088
+113
+1% +$4.07K 0.1% 167
2019
Q2 		$328K Buy
8,975
+500
+6% +$19.1K 0.11% 157
2019
Q1 		$339K Buy
8,475
+2,500
+42% +$102K 0.12% 143
2018
Q4 		$235K Sell
5,975
-114
-2% -$4.56K 0.11% 157
2018
Q3 		$250K Buy
6,089
+755
+14% +$31.6K 0.1% 164
2018
Q2 		$222K Sell
5,334
-372
-7% -$15.5K 0.12% 149
2018
Q1 		$236K Buy
5,706
+128
+2% +$5.46K 0.13% 133
2017
Q4 		$259K Buy
+5,578
New +$265K 0.16% 101

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s NLY Position: Q2 2025 in Review

Keystone Financial Group (Kentucky) sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 12,080 shares — an estimated $245K sold.

Keystone Financial Group (Kentucky) first reported a position in NLY in Q4 2017 and held it in 20 quarters. The position peaked at $339K in Q1 2019. 660 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Keystone Financial Group (Kentucky) reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 12,080 Annaly Capital Management shares in Q2 2025, an estimated $245K.
  • Keystone Financial Group (Kentucky) first reported a position in Annaly Capital Management in Q4 2017 and held it in 20 quarters.
  • Keystone Financial Group (Kentucky)'s Annaly Capital Management position peaked at $339K in Q1 2019.
  • 660 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2025, filed 13 Aug 2025.