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Private Wealth Management Group’s Annaly Capital Management NLY Stock Holding History

Private Wealth Management Group’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 		$593 Hold
28
– – ﹤0.01% 1355
2025
Q4 		$627 Sell
28
-2
-7% -$44 ﹤0.01% 1364
2025
Q3 		$607 Hold
30
– – ﹤0.01% 1402
2025
Q2 		$565 Sell
30
-8
-21% -$152 ﹤0.01% 1404
2025
Q1 		$772 Hold
38
– – ﹤0.01% 1324
2024
Q4 		$696 Sell
38
-92
-71% -$1.8K ﹤0.01% 1381
2024
Q3 		$2.61K Buy
130
+92
+242% +$1.84K ﹤0.01% 971
2024
Q2 		$725 Hold
38
– – ﹤0.01% 1365
2024
Q1 		$749 Hold
38
– – ﹤0.01% 1360
2023
Q4 		$737 Buy
+38
New +$678 ﹤0.01% 1365

Other funds holding NLY

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return