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Redmont Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Redmont Wealth Advisors’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
2025
Q4 		$40.3K Sell
1,804
-1,133
-39% -$24.7K 0.06% 102
2025
Q3 		$59.4K Hold
2,937
– – 0.08% 94
2025
Q2 		$55.3K Hold
2,937
– – 0.08% 92
2025
Q1 		$59.6K Buy
+2,937
New +$60.4K 0.12% 74
2024
Q4 		– Sell
-3,279
Closed -$65.8K – 221
2024
Q3 		$65.8K Hold
3,279
– – 0.1% 78
2024
Q2 		$62.5K Buy
3,279
+559
+21% +$10.9K 0.1% 79
2024
Q1 		$53.6K Buy
+2,720
New +$52.4K 0.07% 89

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redmont Wealth Advisors's NLY Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Annaly Capital Management (NLY) stake by 39% in Q4 2025, selling an estimated $24.7K and leaving 1,804 shares worth $40.3K. The position accounts for 0.06% of the portfolio, ranked #102.

Redmont Wealth Advisors first reported a position in NLY in Q1 2024 and has held it in 7 quarters since. The position peaked at $65.8K in Q3 2024. 761 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Redmont Wealth Advisors held 1,804 shares of Annaly Capital Management worth $40.3K as of Q4 2025.
  • Redmont Wealth Advisors sold 1,133 Annaly Capital Management shares in Q4 2025, an estimated $24.7K.
  • Annaly Capital Management made up 0.06% of Redmont Wealth Advisors's portfolio in Q4 2025, its #102 holding.
  • Redmont Wealth Advisors first reported a position in Annaly Capital Management in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Annaly Capital Management position peaked at $65.8K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.