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Mount Yale Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Mount Yale Investment 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 		$218K Buy
+10,041
New +$229K 0.01% 1022
2025
Q3 		– Sell
-1,809
Closed -$34K – 1271
2025
Q2 		$34K Buy
+1,809
New +$34.4K ﹤0.01% 926

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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's NLY Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Annaly Capital Management (NLY) in Q1 2026: 10,041 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NLY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in NLY in Q2 2025 and has held it in 2 quarters since. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Mount Yale Investment Advisors held 10,041 shares of Annaly Capital Management worth $218K as of Q1 2026.
  • Annaly Capital Management was a new Mount Yale Investment Advisors position in Q1 2026.
  • Annaly Capital Management made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1022 holding.
  • Mount Yale Investment Advisors first reported a position in Annaly Capital Management in Q2 2025 and has held it in 2 quarters since.
  • 771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.