Raymond James Financial’s Annaly Capital Management NLY Stock Holding History

Raymond James 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	$18.4M	Buy	871,919 +4,284	+0.5%	+$97.6K	0.01%	1534
2025 Q4	$19.4M	Sell	867,635 -23,638	-3%	-$515K	0.01%	1464
2025 Q3	$18M	Buy	891,273 +19,549	+2%	+$405K	0.01%	1486
2025 Q2	$16.4M	Buy	871,724 +50,248	+6%	+$955K	0.01%	1515
2025 Q1	$16.7M	Buy	821,476 +128,813	+19%	+$2.65M	0.01%	1450
2024 Q4	$12.7M	Buy	+692,663	New	+$13.5M	﹤0.01%	1658

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

Raymond James Financial's NLY Position: Q1 2026 in Review

Raymond James Financial increased its Annaly Capital Management (NLY) stake by 0.49% in Q1 2026, buying an estimated $97.6K and bringing the position to 871,919 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #1534.

Raymond James Financial first reported a position in NLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.4M in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Raymond James Financial held 871,919 shares of Annaly Capital Management worth $18.4M as of Q1 2026.
Raymond James Financial bought 4,284 Annaly Capital Management shares in Q1 2026, an estimated $97.6K.
Annaly Capital Management made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1534 holding.
Raymond James Financial first reported a position in Annaly Capital Management in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Annaly Capital Management position peaked at $19.4M in Q4 2025.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.