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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plan Group Financial's NLY Position: Q2 2026 in Review

Plan Group Financial increased its Annaly Capital Management (NLY) stake by 16% in Q2 2026, buying an estimated $415K and bringing the position to 132,942 shares worth $2.97M. The position accounts for 0.61% of the portfolio, ranked #57.

Plan Group Financial first reported a position in NLY in Q2 2022 and has held it in 11 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Plan Group Financial held 132,942 shares of Annaly Capital Management worth $2.97M as of Q2 2026.
Plan Group Financial bought 18,775 Annaly Capital Management shares in Q2 2026, an estimated $415K.
Annaly Capital Management made up 0.61% of Plan Group Financial's portfolio in Q2 2026, its #57 holding.
Plan Group Financial first reported a position in Annaly Capital Management in Q2 2022 and has held it in 11 quarters since.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.