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

Navis 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 		$858K Hold
40,567
– – 0.44% 62
2025
Q4 		$907K Buy
+40,567
New +$883K 0.38% 56

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

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

Navis Wealth Advisors held its Annaly Capital Management (NLY) position steady in Q1 2026 at 40,567 shares worth $858K. The position accounts for 0.44% of the portfolio, ranked #62.

Navis Wealth Advisors first reported a position in NLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $907K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Navis Wealth Advisors held 40,567 shares of Annaly Capital Management worth $858K as of Q1 2026.
  • Navis Wealth Advisors left its Annaly Capital Management share count unchanged in Q1 2026.
  • Annaly Capital Management made up 0.44% of Navis Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Navis Wealth Advisors first reported a position in Annaly Capital Management in Q4 2025 and has held it in 2 quarters since.
  • Navis Wealth Advisors's Annaly Capital Management position peaked at $907K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.