Orion Portfolio Solutions’s Annaly Capital Management NLY Stock Holding History

Orion Portfolio Solutions’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 Q1	$200K	Buy	+9,848	New	+$203K	﹤0.01%	1812
2022 Q1	–	Sell	-2,526	Closed	-$79K	–	736
2021 Q4	$79K	Buy	+2,526	New	+$84.9K	﹤0.01%	691
2020 Q3	–	Sell	-599	Closed	-$16K	–	1482
2020 Q2	$16K	Sell	599 -1,379	-70%	-$34.1K	﹤0.01%	1024
2020 Q1	$40K	Buy	1,978 +801	+68%	+$28.2K	﹤0.01%	640
2019 Q4	$44K	Buy	+1,177	New	+$42.9K	﹤0.01%	578

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Orion Portfolio Solutions's NLY Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Annaly Capital Management (NLY) in Q1 2025: 9,848 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in NLY as recently as Q4 2021.

Orion Portfolio Solutions first reported a position in NLY in Q4 2019 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

Orion Portfolio Solutions held 9,848 shares of Annaly Capital Management worth $200K as of Q1 2025.
Annaly Capital Management was a new Orion Portfolio Solutions position in Q1 2025.
Annaly Capital Management made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1812 holding.
Orion Portfolio Solutions first reported a position in Annaly Capital Management in Q4 2019 and has held it in 5 quarters since.
653 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.