Stephens Consulting’s Annaly Capital Management NLY Stock Holding History

Stephens Consulting’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	$559	Hold	25	–	–	﹤0.01%	426
2025 Q3	$506	Sell	25 -39	-61%	-$809	﹤0.01%	372
2025 Q2	$1.21K	Buy	64 +39	+156%	+$742	﹤0.01%	615
2025 Q1	$508	Hold	25	–	–	﹤0.01%	915
2024 Q4	$458	Hold	25	–	–	﹤0.01%	500
2024 Q3	$502	Hold	25	–	–	﹤0.01%	496
2024 Q2	$477	Hold	25	–	–	﹤0.01%	628
2024 Q1	$493	Hold	25	–	–	﹤0.01%	456
2023 Q4	$485	Hold	25	–	–	﹤0.01%	466
2023 Q3	$471	Hold	25	–	–	﹤0.01%	476
2023 Q2	$501	Hold	25	–	–	﹤0.01%	478
2023 Q1	$478	Hold	25	–	–	﹤0.01%	506
2022 Q4	$527	Hold	25	–	–	﹤0.01%	479
2022 Q3	$429	Hold	25	–	–	﹤0.01%	541
2022 Q2	$591	Hold	25	–	–	﹤0.01%	523
2022 Q1	$704	Hold	25	–	–	﹤0.01%	536
2021 Q4	$782	Buy	+25	New	+$840	﹤0.01%	665

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's NLY Position: Q4 2025 in Review

Stephens Consulting held its Annaly Capital Management (NLY) position steady in Q4 2025 at 25 shares worth $559. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Stephens Consulting first reported a position in NLY in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.21K in Q2 2025. 760 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

Stephens Consulting held 25 shares of Annaly Capital Management worth $559 as of Q4 2025.
Stephens Consulting left its Annaly Capital Management share count unchanged in Q4 2025.
Annaly Capital Management made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #426 holding.
Stephens Consulting first reported a position in Annaly Capital Management in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Annaly Capital Management position peaked at $1.21K in Q2 2025.
760 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.