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SkyOak Wealth’s Annaly Capital Management NLY Stock Holding History

SkyOak Wealth’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 		$206K Sell
9,758
-33
-0.3% -$752 0.04% 239
2025
Q4 		$219K Buy
+9,791
New +$213K 0.04% 230
2024
Q4 		– Sell
-12,108
Closed -$243K – 274
2024
Q3 		$243K Hold
12,108
– – 0.05% 202
2024
Q2 		$231K Hold
12,108
– – 0.05% 212
2024
Q1 		$238K Sell
12,108
-4,785
-28% -$92.3K 0.06% 212
2023
Q4 		$327K Sell
16,893
-8,327
-33% -$149K 0.09% 161
2023
Q3 		$474K Hold
25,220
– – 0.14% 113
2023
Q2 		$505K Sell
25,220
-1,588
-6% -$30.9K 0.14% 121
2023
Q1 		$512K Buy
26,808
+5,665
+27% +$120K 0.16% 111
2022
Q4 		$446K Buy
21,143
+8,100
+62% +$159K 0.15% 121
2022
Q3 		$224K Sell
13,043
-7
-0.1% -$176 0.08% 184
2022
Q2 		$308K Buy
13,050
+3,495
+37% +$90.5K 0.11% 156
2022
Q1 		$269K Sell
9,555
-9
-0.1% -$268 0.07% 186
2021
Q4 		$299K Buy
9,564
+1,051
+12% +$35.3K 0.08% 181
2021
Q3 		$287K Buy
8,513
+5,244
+160% +$181K 0.08% 181
2021
Q2 		$116K Buy
3,269
+688
+27% +$25K 0.03% 230
2021
Q1 		$92K Buy
+2,581
New +$87.4K 0.03% 229

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

SkyOak Wealth's NLY Position: Q1 2026 in Review

SkyOak Wealth reduced its Annaly Capital Management (NLY) stake by 0.34% in Q1 2026, selling an estimated $752 and leaving 9,758 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #239.

SkyOak Wealth first reported a position in NLY in Q1 2021 and has held it in 17 quarters since. The position peaked at $512K in Q1 2023. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • SkyOak Wealth held 9,758 shares of Annaly Capital Management worth $206K as of Q1 2026.
  • SkyOak Wealth sold 33 Annaly Capital Management shares in Q1 2026, an estimated $752.
  • Annaly Capital Management made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #239 holding.
  • SkyOak Wealth first reported a position in Annaly Capital Management in Q1 2021 and has held it in 17 quarters since.
  • SkyOak Wealth's Annaly Capital Management position peaked at $512K in Q1 2023.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.