Root Financial Partners
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Root Financial Partners’s Annaly Capital Management NLY Stock Holding History

Root Financial Partners’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 		$4.29K Buy
+227
New +$5.1K ﹤0.01% 2284
2026
Q2 		– Sell
-1,330
Closed -$28.1K – 2196
2026
Q1 		$28.1K Buy
1,330
+1,136
+586% +$25.9K ﹤0.01% 1153
2025
Q4 		$4.34K Buy
194
+106
+120% +$2.31K ﹤0.01% 1805
2025
Q3 		$1.78K Buy
+88
New +$1.82K ﹤0.01% 1973

Other funds holding NLY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's NLY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Annaly Capital Management (NLY) in Q3 2026: 227 shares worth $4.29K. The stake represents ﹤0.01% of the portfolio and ranks #2284 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NLY as recently as Q1 2026.

Root Financial Partners first reported a position in NLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.1K in Q1 2026. 677 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Root Financial Partners held 227 shares of Annaly Capital Management worth $4.29K as of Q3 2026.
  • Annaly Capital Management was a new Root Financial Partners position in Q3 2026.
  • Annaly Capital Management made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2284 holding.
  • Root Financial Partners first reported a position in Annaly Capital Management in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Annaly Capital Management position peaked at $28.1K in Q1 2026.
  • 677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.