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

Pacific Capital 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
2025 Q1	–	Sell	-71	Closed	-$1.3K	–	270
2024 Q4	$1.3K	Hold	71	–	–	﹤0.01%	359
2024 Q3	$1.43K	Hold	71	–	–	﹤0.01%	415
2024 Q2	$1.35K	Hold	71	–	–	﹤0.01%	454
2024 Q1	$1.4K	Hold	71	–	–	﹤0.01%	466
2023 Q4	$1.38K	Buy	+71	New	+$1.27K	﹤0.01%	300
2020 Q4	–	Sell	-71	Closed	-$2K	–	148
2020 Q3	$2K	Buy	+71	New	+$2.06K	﹤0.01%	200

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

Pacific Capital Wealth Advisors's NLY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 71 shares — an estimated $1.3K sold.

Pacific Capital Wealth Advisors first reported a position in NLY in Q3 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2020. 653 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 71 Annaly Capital Management shares in Q1 2025, an estimated $1.3K.
Pacific Capital Wealth Advisors first reported a position in Annaly Capital Management in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Annaly Capital Management position peaked at $2K in Q3 2020.
653 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.