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Savvy Advisors Inc’s Annaly Capital Management NLY Stock Holding History

Savvy Advisors Inc’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 		$936K Buy
44,233
+782
+2% +$17.8K 0.03% 453
2025
Q4 		$972K Buy
43,451
+6,503
+18% +$142K 0.03% 366
2025
Q3 		$747K Buy
36,948
+1,231
+3% +$25.5K 0.03% 326
2025
Q2 		$672K Buy
35,717
+75
+0.2% +$1.43K 0.04% 293
2025
Q1 		$724K Sell
35,642
-1,998
-5% -$41.1K 0.07% 217
2024
Q4 		$689K Buy
37,640
+1,492
+4% +$29.1K 0.08% 198
2024
Q3 		$725K Buy
36,148
+6,892
+24% +$138K 0.15% 141
2024
Q2 		$558K Buy
+29,256
New +$568K 0.18% 129

Other funds holding NLY

BlackRock
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
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 $1.02T AUM 30.18% 1-Year Est. Return

Savvy Advisors Inc's NLY Position: Q1 2026 in Review

Savvy Advisors Inc increased its Annaly Capital Management (NLY) stake by 1.8% in Q1 2026, buying an estimated $17.8K and bringing the position to 44,233 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #453.

Savvy Advisors Inc first reported a position in NLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $972K in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Savvy Advisors Inc held 44,233 shares of Annaly Capital Management worth $936K as of Q1 2026.
  • Savvy Advisors Inc bought 782 Annaly Capital Management shares in Q1 2026, an estimated $17.8K.
  • Annaly Capital Management made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #453 holding.
  • Savvy Advisors Inc first reported a position in Annaly Capital Management in Q2 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Annaly Capital Management position peaked at $972K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.