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

SOA 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
Q3 		– Sell
-21
Closed -$395 – 917
2025
Q2 		$395 Buy
+21
New +$399 ﹤0.01% 794

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's NLY Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 21 shares — an estimated $395 sold.

SOA Wealth Advisors first reported a position in NLY in Q2 2025 and held it in 1 quarter. The position peaked at $395 in Q2 2025. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 21 Annaly Capital Management shares in Q3 2025, an estimated $395.
  • SOA Wealth Advisors first reported a position in Annaly Capital Management in Q2 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's Annaly Capital Management position peaked at $395 in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.