Plan Group Financial’s Annaly Capital Management NLY Stock Holding History

Plan Group Financial’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	$2.41M	Buy	114,167 +11,947	+12%	+$272K	0.57%	62
2025 Q4	$2.29M	Buy	102,220 +7,531	+8%	+$164K	0.59%	50
2025 Q3	$1.91M	Buy	94,689 +14,549	+18%	+$302K	0.51%	70
2025 Q2	$1.51M	Buy	80,140 +11,683	+17%	+$222K	0.5%	70
2025 Q1	$1.39M	Buy	68,457 +26,069	+62%	+$536K	0.5%	55
2024 Q4	$776K	Buy	42,388 +3,678	+10%	+$71.9K	0.41%	58
2024 Q3	$777K	Buy	38,710 +5,173	+15%	+$104K	0.41%	55
2024 Q2	$639K	Buy	33,537 +18,109	+117%	+$352K	0.39%	56
2024 Q1	$304K	Buy	+15,428	New	+$297K	0.2%	72
2022 Q2	$91K	Buy	+3,863	New	+$100K	0.16%	56

Other funds holding NLY

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plan Group Financial's NLY Position: Q1 2026 in Review

Plan Group Financial increased its Annaly Capital Management (NLY) stake by 12% in Q1 2026, buying an estimated $272K and bringing the position to 114,167 shares worth $2.41M. The position accounts for 0.57% of the portfolio, ranked #62.

Plan Group Financial first reported a position in NLY in Q2 2022 and has held it in 10 quarters since. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Plan Group Financial held 114,167 shares of Annaly Capital Management worth $2.41M as of Q1 2026.
Plan Group Financial bought 11,947 Annaly Capital Management shares in Q1 2026, an estimated $272K.
Annaly Capital Management made up 0.57% of Plan Group Financial's portfolio in Q1 2026, its #62 holding.
Plan Group Financial first reported a position in Annaly Capital Management in Q2 2022 and has held it in 10 quarters since.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.