NWF Advisory Services’s Annaly Capital Management NLY Stock Holding History

NWF Advisory Services’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	$287K	Hold	13,554	–	–	0.03%	298
2025 Q4	$303K	Sell	13,554 -840	-6%	-$18.3K	0.03%	284
2025 Q3	$291K	Buy	14,394 +1,000	+7%	+$20.7K	0.03%	300
2025 Q2	$252K	Buy	13,394 +1,373	+11%	+$26.1K	0.03%	329
2025 Q1	$244K	Sell	12,021 -1,943	-14%	-$40K	0.03%	282
2024 Q4	$269K	Buy	13,964 +2,395	+21%	+$46.8K	0.04%	207
2024 Q3	$232K	Sell	11,569 -338	-3%	-$6.77K	0.03%	276
2024 Q2	$227K	Hold	11,907	–	–	0.04%	262
2024 Q1	$234K	Hold	11,907	–	–	0.04%	259
2023 Q4	$231K	Sell	11,907 -320	-3%	-$5.71K	0.05%	238
2023 Q3	$230K	Sell	12,227 -213	-2%	-$4.23K	0.05%	219
2023 Q2	$249K	Hold	12,440	–	–	0.06%	206
2023 Q1	$249K	Buy	+12,440	New	+$262K	0.06%	205

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

NWF Advisory Services's NLY Position: Q1 2026 in Review

NWF Advisory Services held its Annaly Capital Management (NLY) position steady in Q1 2026 at 13,554 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #298.

NWF Advisory Services first reported a position in NLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $303K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

NWF Advisory Services held 13,554 shares of Annaly Capital Management worth $287K as of Q1 2026.
NWF Advisory Services left its Annaly Capital Management share count unchanged in Q1 2026.
Annaly Capital Management made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #298 holding.
NWF Advisory Services first reported a position in Annaly Capital Management in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Annaly Capital Management position peaked at $303K in Q4 2025.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.