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MOTCO’s Annaly Capital Management NLY Stock Holding History

MOTCO’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
Q3 		$283 Hold
15
– – ﹤0.01% 813
2026
Q2 		$335 Sell
15
-75
-83% -$1.66K ﹤0.01% 750
2026
Q1 		$1.9K Buy
+90
New +$2.05K ﹤0.01% 537
2024
Q3 		– Sell
-300
Closed -$5.72K – 610
2024
Q2 		$5.72K Buy
+300
New +$5.82K ﹤0.01% 591
2022
Q2 		– Sell
-25
Closed -$1K – 596
2022
Q1 		$1K Buy
+25
New +$743 ﹤0.01% 588
2018
Q1 		– Sell
-224
Closed -$11K – 571
2017
Q4 		$11K Buy
+224
New +$10.6K ﹤0.01% 460
2013
Q3 		– Sell
-66
Closed -$3K – 583
2013
Q2 		$3K Buy
+66
New +$3.86K ﹤0.01% 582

Other funds holding NLY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MOTCO's NLY Position: Q3 2026 in Review

MOTCO held its Annaly Capital Management (NLY) position steady in Q3 2026 at 15 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #813.

MOTCO first reported a position in NLY in Q2 2013 and has held it in 7 quarters since. The position peaked at $11K in Q4 2017. 677 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • MOTCO held 15 shares of Annaly Capital Management worth $283 as of Q3 2026.
  • MOTCO left its Annaly Capital Management share count unchanged in Q3 2026.
  • Annaly Capital Management made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #813 holding.
  • MOTCO first reported a position in Annaly Capital Management in Q2 2013 and has held it in 7 quarters since.
  • MOTCO's Annaly Capital Management position peaked at $11K in Q4 2017.
  • 677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.