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Left Brain Wealth Management’s Annaly Capital Management NLY Stock Holding History

Left Brain 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 		$1.46M Sell
68,878
-13,627
-17% -$310K 0.57% 44
2025
Q4 		$1.84M Buy
82,505
+32,075
+64% +$698K 0.64% 37
2025
Q3 		$1.02M Buy
50,430
+25,782
+105% +$535K 0.32% 49
2025
Q2 		$464K Buy
+24,648
New +$469K 0.16% 70

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

Left Brain Wealth Management's NLY Position: Q1 2026 in Review

Left Brain Wealth Management reduced its Annaly Capital Management (NLY) stake by 17% in Q1 2026, selling an estimated $310K and leaving 68,878 shares worth $1.46M. The position accounts for 0.57% of the portfolio, ranked #44.

Left Brain Wealth Management first reported a position in NLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Left Brain Wealth Management held 68,878 shares of Annaly Capital Management worth $1.46M as of Q1 2026.
  • Left Brain Wealth Management sold 13,627 Annaly Capital Management shares in Q1 2026, an estimated $310K.
  • Annaly Capital Management made up 0.57% of Left Brain Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Left Brain Wealth Management first reported a position in Annaly Capital Management in Q2 2025 and has held it in 4 quarters since.
  • Left Brain Wealth Management's Annaly Capital Management position peaked at $1.84M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.