Oliver Lagore Vanvalin Investment Group’s Annaly Capital Management NLY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$5.2K	Buy	+256	New	+$4.87K	﹤0.01%	487
2024 Q4	$4.68K	Hold	256	–	–	﹤0.01%	528
2024 Q3	$5.14K	Hold	256	–	–	﹤0.01%	504
2024 Q2	$4.88K	Hold	256	–	–	﹤0.01%	500
2024 Q1	$5.04K	Buy	+256	New	+$4.94K	﹤0.01%	508
2023 Q4	–	Sell	-892	Closed	-$16.8K	–	838
2023 Q3	$16.8K	Buy	892 +27	+3%	+$537	0.01%	363
2023 Q2	$17.3K	Sell	865 -96	-10%	-$1.86K	0.01%	388
2023 Q1	$18.4K	Buy	961 +223	+30%	+$4.71K	0.01%	295
2022 Q4	$15.6K	Buy	738 +313	+74%	+$6.16K	0.01%	305
2022 Q3	$7K	Buy	425 +300	+240%	+$7.56K	﹤0.01%	393
2022 Q2	$3K	Hold	125	–	–	﹤0.01%	471
2022 Q1	$4K	Buy	+125	New	+$3.71K	﹤0.01%	444

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NLY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Annaly Capital Management (NLY) in Q2 2025: 256 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NLY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NLY in Q1 2022 and has held it in 12 quarters since. The position peaked at $18.4K in Q1 2023. 658 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 256 shares of Annaly Capital Management worth $5.2K as of Q2 2025.
Annaly Capital Management was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Annaly Capital Management made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #487 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Annaly Capital Management in Q1 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's Annaly Capital Management position peaked at $18.4K in Q1 2023.
658 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.