Mark Sheptoff Financial Planning’s Annaly Capital Management NLY Stock Holding History

Mark Sheptoff Financial Planning’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	$12.3K	Hold	550	–	–	0.01%	321
2025 Q4	$12.3K	Hold	550	–	–	0.01%	327
2025 Q3	$11.1K	Hold	550	–	–	0.01%	334
2025 Q2	$10.4K	Hold	550	–	–	0.01%	334
2025 Q1	$11.2K	Hold	550	–	–	0.01%	309
2024 Q4	$10.1K	Hold	550	–	–	0.01%	317
2024 Q3	$11K	Hold	550	–	–	0.01%	299
2024 Q2	$10.5K	Hold	550	–	–	0.01%	310
2024 Q1	$10.8K	Sell	550 -9	-2%	-$174	0.01%	289
2023 Q4	$10.8K	Hold	559	–	–	0.01%	281
2023 Q3	$10.5K	Hold	559	–	–	0.01%	264
2023 Q2	$11.2K	Hold	559	–	–	0.01%	269
2023 Q1	$10.7K	Hold	559	–	–	0.01%	261
2022 Q4	$11.8K	Hold	559	–	–	0.01%	256
2022 Q3	$10K	Hold	559	–	–	0.01%	253
2022 Q2	$13K	Hold	559	–	–	0.01%	244
2022 Q1	$16K	Hold	559	–	–	0.01%	265
2021 Q4	$17K	Hold	559	–	–	0.01%	273
2021 Q3	$19K	Hold	559	–	–	0.01%	250
2021 Q2	$20K	Hold	559	–	–	0.01%	270
2021 Q1	$19K	Hold	559	–	–	0.01%	237
2020 Q4	$19K	Hold	559	–	–	0.01%	224
2020 Q3	$16K	Hold	559	–	–	0.01%	202
2020 Q2	$15K	Hold	559	–	–	0.01%	220
2020 Q1	$11K	Hold	559	–	–	0.01%	227
2019 Q4	$21K	Hold	559	–	–	0.01%	212
2019 Q3	$20K	Hold	559	–	–	0.01%	211
2019 Q2	$20K	Hold	559	–	–	0.01%	211
2019 Q1	$22K	Hold	559	–	–	0.02%	205
2018 Q4	$22K	Hold	559	–	–	0.02%	187
2018 Q3	$23K	Hold	559	–	–	0.02%	224
2018 Q2	$23K	Hold	559	–	–	0.02%	217
2018 Q1	$23K	Buy	559 +300	+116%	+$12.8K	0.02%	221
2017 Q4	$12K	Hold	259	–	–	0.01%	272
2017 Q3	$13K	Buy	259 +250	+2,778%	+$12.2K	0.01%	271
2017 Q2	$0	Sell	9 -1	-10%	-$47	﹤0.01%	371
2017 Q1	$0	Buy	10 +1	+11%	+$43	﹤0.01%	369
2016 Q4	$0	Hold	9	–	–	﹤0.01%	370
2016 Q3	$0	Hold	9	–	–	﹤0.01%	364
2016 Q2	$0	Hold	9	–	–	﹤0.01%	368
2016 Q1	$0	Hold	9	–	–	﹤0.01%	382
2015 Q4	$0	Sell	9 -38	-81%	-$1.48K	﹤0.01%	416
2015 Q3	$2K	Buy	47 +38	+422%	+$1.52K	﹤0.01%	350
2015 Q2	$0	Hold	9	–	–	﹤0.01%	397
2015 Q1	$0	Hold	9	–	–	﹤0.01%	341
2014 Q4	$0	Hold	9	–	–	﹤0.01%	334
2014 Q3	$0	Hold	9	–	–	﹤0.01%	346
2014 Q2	$0	Hold	9	–	–	﹤0.01%	354
2014 Q1	$0	Buy	+9	New	+$389	﹤0.01%	357

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's NLY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Annaly Capital Management (NLY) position steady in Q1 2026 at 550 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #321.

Mark Sheptoff Financial Planning first reported a position in NLY in Q1 2014 and has held it in 49 quarters since. The position peaked at $23K in Q3 2018. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Mark Sheptoff Financial Planning held 550 shares of Annaly Capital Management worth $12.3K as of Q1 2026.
Mark Sheptoff Financial Planning left its Annaly Capital Management share count unchanged in Q1 2026.
Annaly Capital Management made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #321 holding.
Mark Sheptoff Financial Planning first reported a position in Annaly Capital Management in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Annaly Capital Management position peaked at $23K in Q3 2018.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.