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Larson Financial Group’s Annaly Capital Management NLY Stock Holding History

Larson Financial Group’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 		$37.5K Buy
1,774
+819
+86% +$18.7K ﹤0.01% 1509
2025
Q4 		$21.4K Sell
955
-2,762
-74% -$60.1K ﹤0.01% 1685
2025
Q3 		$75.1K Buy
3,717
+1,558
+72% +$32.3K ﹤0.01% 1009
2025
Q2 		$40.6K Sell
2,159
-240
-10% -$4.56K ﹤0.01% 1151
2025
Q1 		$48.7K Buy
2,399
+256
+12% +$5.27K ﹤0.01% 1035
2024
Q4 		$39.2K Buy
2,143
+549
+34% +$10.7K ﹤0.01% 974
2024
Q3 		$32K Buy
1,594
+63
+4% +$1.26K ﹤0.01% 1045
2024
Q2 		$29.2K Sell
1,531
-573
-27% -$11.1K ﹤0.01% 954
2024
Q1 		$41.4K Buy
2,104
+10
+0.5% +$193 ﹤0.01% 736
2023
Q4 		$40.6K Buy
2,094
+41
+2% +$731 ﹤0.01% 696
2023
Q3 		$38.6K Buy
2,053
+31
+2% +$616 ﹤0.01% 682
2023
Q2 		$40.5K Buy
2,022
+28
+1% +$544 ﹤0.01% 597
2023
Q1 		$38.1K Buy
1,994
+34
+2% +$717 ﹤0.01% 604
2022
Q4 		$41.3K Buy
1,960
+43
+2% +$846 ﹤0.01% 556
2022
Q3 		$33K Buy
1,917
+1,892
+7,568% +$47.7K ﹤0.01% 534
2022
Q2 		$1K Buy
+25
New +$648 ﹤0.01% 1124
2020
Q3 		– Sell
-150
Closed -$4K – 800
2020
Q2 		$4K Buy
+150
New +$3.71K ﹤0.01% 511
2020
Q1 		– Sell
-250
Closed -$9K – 618
2019
Q4 		$9K Hold
250
– – 0.01% 311
2019
Q3 		$9K Buy
+250
New +$9.01K 0.01% 314

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

Larson Financial Group's NLY Position: Q1 2026 in Review

Larson Financial Group increased its Annaly Capital Management (NLY) stake by 86% in Q1 2026, buying an estimated $18.7K and bringing the position to 1,774 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Larson Financial Group first reported a position in NLY in Q3 2019 and has held it in 19 quarters since. The position peaked at $75.1K in Q3 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Larson Financial Group held 1,774 shares of Annaly Capital Management worth $37.5K as of Q1 2026.
  • Larson Financial Group bought 819 Annaly Capital Management shares in Q1 2026, an estimated $18.7K.
  • Annaly Capital Management made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1509 holding.
  • Larson Financial Group first reported a position in Annaly Capital Management in Q3 2019 and has held it in 19 quarters since.
  • Larson Financial Group's Annaly Capital Management position peaked at $75.1K in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.