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M Holdings Securities’s Annaly Capital Management NLY Stock Holding History

M Holdings Securities’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 		– Sell
-14,929
Closed -$334K – 304
2025
Q4 		$334K Buy
+14,929
New +$325K 0.02% 273
2024
Q3 		– Sell
-16,079
Closed -$306K – 231
2024
Q2 		$306K Buy
+16,079
New +$312K 0.04% 232
2024
Q1 		– Sell
-11,639
Closed -$225K – 167
2023
Q4 		$225K Buy
11,639
+90
+0.8% +$1.6K 0.03% 178
2023
Q3 		$217K Buy
+11,549
New +$230K 0.03% 193
2023
Q2 		– Sell
-11,427
Closed -$218K – 371
2023
Q1 		$218K Sell
11,427
-68
-0.6% -$1.44K 0.02% 424
2022
Q4 		$242K Buy
11,495
+67
+0.6% +$1.32K 0.03% 386
2022
Q3 		$196K Buy
11,428
+345
+3% +$8.69K 0.02% 406
2022
Q2 		$262K Sell
11,083
-380
-3% -$9.84K 0.03% 363
2022
Q1 		$323K Buy
+11,463
New +$341K 0.02% 382
2021
Q2 		$343K Sell
9,651
-71
-0.7% -$2.58K 0.03% 216
2021
Q1 		$334K Buy
9,722
+2,065
+27% +$69.9K 0.03% 360
2020
Q4 		$259K Buy
+7,657
New +$237K 0.03% 178
2020
Q1 		– Sell
-6,185
Closed -$233K – 242
2019
Q4 		$233K Buy
+6,185
New +$225K 0.07% 155
2015
Q3 		– Sell
-5,321
Closed -$196K – 200
2015
Q2 		$196K Sell
5,321
-46
-0.9% -$1.86K 0.13% 178
2015
Q1 		$223K Hold
5,367
– – 0.15% 161
2014
Q4 		$232K Hold
5,367
– – 0.15% 155
2014
Q3 		$229K Hold
5,367
– – 0.13% 162
2014
Q2 		$245K Hold
5,367
– – 0.16% 152
2014
Q1 		$235K Sell
5,367
-320
-6% -$13.8K 0.25% 107
2013
Q4 		$227K Buy
+5,687
New +$247K 0.16% 141

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

M Holdings Securities's NLY Position: Q1 2026 in Review

M Holdings Securities sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 14,929 shares — an estimated $334K sold.

M Holdings Securities first reported a position in NLY in Q4 2013 and held it in 20 quarters. The position peaked at $343K in Q2 2021. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • M Holdings Securities reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • M Holdings Securities sold 14,929 Annaly Capital Management shares in Q1 2026, an estimated $334K.
  • M Holdings Securities first reported a position in Annaly Capital Management in Q4 2013 and held it in 20 quarters.
  • M Holdings Securities's Annaly Capital Management position peaked at $343K in Q2 2021.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.