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Pinnacle Wealth Planning Services’s Annaly Capital Management NLY Stock Holding History

Pinnacle Wealth Planning 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 		$303K Sell
14,344
-1,182
-8% -$26.9K 0.03% 333
2025
Q4 		$347K Buy
15,526
+263
+2% +$5.73K 0.04% 284
2025
Q3 		$308K Buy
15,263
+1,024
+7% +$21.2K 0.04% 312
2025
Q2 		$268K Sell
14,239
-154
-1% -$2.93K 0.04% 329
2025
Q1 		$292K Buy
+14,393
New +$296K 0.04% 270
2024
Q3 		– Sell
-14,608
Closed -$278K – 550
2024
Q2 		$278K Buy
14,608
+11
+0.1% +$214 0.04% 306
2024
Q1 		$287K Sell
14,597
-14
-0.1% -$270 0.04% 310
2023
Q4 		$283K Sell
14,611
-1,363
-9% -$24.3K 0.04% 285
2023
Q3 		$300K Hold
15,974
– – 0.05% 252
2023
Q2 		$320K Hold
15,974
– – 0.05% 248
2023
Q1 		$305K Buy
15,974
+5,261
+49% +$111K 0.05% 263
2022
Q4 		$226K Buy
10,713
+359
+3% +$7.06K 0.04% 332
2022
Q3 		$177K Sell
10,354
-2
-0% -$50 0.03% 337
2022
Q2 		$245K Buy
10,356
+6,382
+161% +$165K 0.04% 289
2022
Q1 		$112K Buy
+3,974
New +$118K 0.02% 396
2021
Q1 		– Sell
-77
Closed -$3K – 1385
2020
Q4 		$3K Buy
+77
New +$2.38K ﹤0.01% 1840

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

Pinnacle Wealth Planning Services's NLY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Annaly Capital Management (NLY) stake by 7.6% in Q1 2026, selling an estimated $26.9K and leaving 14,344 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #333.

Pinnacle Wealth Planning Services first reported a position in NLY in Q4 2020 and has held it in 16 quarters since. The position peaked at $347K in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 14,344 shares of Annaly Capital Management worth $303K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,182 Annaly Capital Management shares in Q1 2026, an estimated $26.9K.
  • Annaly Capital Management made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #333 holding.
  • Pinnacle Wealth Planning Services first reported a position in Annaly Capital Management in Q4 2020 and has held it in 16 quarters since.
  • Pinnacle Wealth Planning Services's Annaly Capital Management position peaked at $347K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.