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Personal CFO Solutions’s Annaly Capital Management NLY Stock Holding History

Personal CFO 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
2026
Q1 		$260K Buy
11,878
+89
+0.8% +$2.03K 0.04% 428
2025
Q4 		$264K Sell
11,789
-392
-3% -$8.53K 0.04% 415
2025
Q3 		$246K Buy
+12,181
New +$253K 0.04% 423
2025
Q2 		– Sell
-10,897
Closed -$221K – 503
2025
Q1 		$221K Buy
+10,897
New +$224K 0.04% 403
2022
Q3 		– Sell
-2,919
Closed -$69K – 452
2022
Q2 		$69K Sell
2,919
-175
-6% -$4.53K 0.02% 417
2022
Q1 		$87K Buy
+3,094
New +$92K 0.02% 453
2021
Q3 		– Sell
-2,748
Closed -$98K – 466
2021
Q2 		$98K Buy
+2,748
New +$99.8K 0.02% 423

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

Personal CFO Solutions's NLY Position: Q1 2026 in Review

Personal CFO Solutions increased its Annaly Capital Management (NLY) stake by 0.75% in Q1 2026, buying an estimated $2.03K and bringing the position to 11,878 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #428.

Personal CFO Solutions first reported a position in NLY in Q2 2021 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Personal CFO Solutions held 11,878 shares of Annaly Capital Management worth $260K as of Q1 2026.
  • Personal CFO Solutions bought 89 Annaly Capital Management shares in Q1 2026, an estimated $2.03K.
  • Annaly Capital Management made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #428 holding.
  • Personal CFO Solutions first reported a position in Annaly Capital Management in Q2 2021 and has held it in 7 quarters since.
  • Personal CFO Solutions's Annaly Capital Management position peaked at $264K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.