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Medallion Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Medallion Wealth Advisors’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 		$165K Buy
7,793
+221
+3% +$5.03K 0.05% 277
2025
Q4 		$169K Sell
7,572
-248
-3% -$5.4K 0.06% 261
2025
Q3 		$158K Sell
7,820
-270
-3% -$5.6K 0.06% 264
2025
Q2 		$154K Buy
8,090
+272
+3% +$5.17K 0.06% 267
2025
Q1 		$157K Sell
7,818
-497
-6% -$10.2K 0.07% 234
2024
Q4 		$153K Buy
+8,315
New +$162K 0.08% 221

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

Medallion Wealth Advisors's NLY Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Annaly Capital Management (NLY) stake by 2.9% in Q1 2026, buying an estimated $5.03K and bringing the position to 7,793 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #277.

Medallion Wealth Advisors first reported a position in NLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $169K in Q4 2025. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Medallion Wealth Advisors held 7,793 shares of Annaly Capital Management worth $165K as of Q1 2026.
  • Medallion Wealth Advisors bought 221 Annaly Capital Management shares in Q1 2026, an estimated $5.03K.
  • Annaly Capital Management made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #277 holding.
  • Medallion Wealth Advisors first reported a position in Annaly Capital Management in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Annaly Capital Management position peaked at $169K in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.