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Summit Financial’s Annaly Capital Management NLY Stock Holding History

Summit Financial’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 		$824K Sell
37,766
-8,006
-17% -$182K 0.01% 837
2025
Q4 		$1.06M Sell
45,772
-3,175
-6% -$69.1K 0.02% 655
2025
Q3 		$989K Buy
48,947
+11,085
+29% +$230K 0.02% 663
2025
Q2 		$739K Buy
+37,862
New +$720K 0.02% 484

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

Summit Financial's NLY Position: Q1 2026 in Review

Summit Financial reduced its Annaly Capital Management (NLY) stake by 17% in Q1 2026, selling an estimated $182K and leaving 37,766 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #837.

Summit Financial first reported a position in NLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Summit Financial held 37,766 shares of Annaly Capital Management worth $824K as of Q1 2026.
  • Summit Financial sold 8,006 Annaly Capital Management shares in Q1 2026, an estimated $182K.
  • Annaly Capital Management made up 0.01% of Summit Financial's portfolio in Q1 2026, its #837 holding.
  • Summit Financial first reported a position in Annaly Capital Management in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Annaly Capital Management position peaked at $1.06M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.