Plan Group Financial
NLY icon

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
Q3 		$2.94M Buy
160,726
+27,784
+21% +$624K 0.58% 59
2026
Q2 		$2.97M Buy
132,942
+18,775
+16% +$415K 0.61% 57
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plan Group Financial's NLY Position: Q3 2026 in Review

Plan Group Financial increased its Annaly Capital Management (NLY) stake by 21% in Q3 2026, buying an estimated $624K and bringing the position to 160,726 shares worth $2.94M. The position accounts for 0.58% of the portfolio, ranked #59.

Plan Group Financial first reported a position in NLY in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.97M in Q2 2026. 417 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Plan Group Financial held 160,726 shares of Annaly Capital Management worth $2.94M as of Q3 2026.
  • Plan Group Financial bought 27,784 Annaly Capital Management shares in Q3 2026, an estimated $624K.
  • Annaly Capital Management made up 0.58% of Plan Group Financial's portfolio in Q3 2026, its #59 holding.
  • Plan Group Financial first reported a position in Annaly Capital Management in Q2 2022 and has held it in 12 quarters since.
  • Plan Group Financial's Annaly Capital Management position peaked at $2.97M in Q2 2026.
  • 417 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.