Litman Gregory Wealth Management’s Annaly Capital Management NLY Stock Holding History

Litman Gregory 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
2025 Q4	$159K	Buy	+7,125	New	+$155K	0.01%	156

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's NLY Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Annaly Capital Management (NLY) in Q4 2025: 7,125 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #156 among its holdings.

761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

Litman Gregory Wealth Management held 7,125 shares of Annaly Capital Management worth $159K as of Q4 2025.
Annaly Capital Management was a new Litman Gregory Wealth Management position in Q4 2025.
Annaly Capital Management made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #156 holding.
761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.