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Summit Securities Group’s Annaly Capital Management NLY Stock Holding History

Summit Securities Group’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 		– Sell
-13,000
Closed -$291K – 1273
2025
Q4 		$291K Buy
13,000
+10,100
+348% +$220K 0.04% 265
2025
Q3 		$58.6K Buy
+2,900
New +$60.1K 0.01% 527
2025
Q2 		– Sell
-500
Closed -$10.2K – 1310
2025
Q1 		$10.2K Buy
+500
New +$10.3K ﹤0.01% 551
2024
Q2 		– Sell
-11,100
Closed -$219K – 707
2024
Q1 		$219K Sell
11,100
-3,800
-26% -$73.3K 0.04% 148
2023
Q4 		$289K Buy
14,900
+13,000
+684% +$232K 0.03% 225
2023
Q3 		$36K Buy
+1,900
New +$37.8K ﹤0.01% 316
2023
Q2 		– Sell
-100
Closed -$2K – 1030
2023
Q1 		$2K Buy
+100
New +$2.11K ﹤0.01% 739
2022
Q1 		– Sell
-4,500
Closed -$141K – 1271
2021
Q4 		$141K Buy
4,500
+4,455
+9,900% +$150K 0.01% 654
2021
Q3 		$152K Sell
45
-17
-27% -$585 0.01% 651
2021
Q2 		$220K Sell
62
-15
-19% -$545 0.02% 634
2021
Q1 		$265K Sell
77
-10
-11% -$339 0.03% 463
2020
Q4 		$293K Buy
87
+16
+23% +$495 0.02% 459
2020
Q3 		$203K Sell
71
-1
-1% -$29 0.02% 328
2020
Q2 		$188K Sell
72
-45
-38% -$1.11K 0.02% 397
2020
Q1 		$237K Buy
+117
New +$4.12K 0.04% 234
2015
Q2 		– Sell
-146
Closed -$146K – 555
2015
Q1 		$146K Buy
+146
New +$6.21K 0.11% 101
2014
Q4 		– Sell
-25
Closed -$2K – 689
2014
Q3 		$2K Buy
+25
New +$1.14K ﹤0.01% 613
2014
Q2 		– Sell
-232
Closed -$15K – 629
2014
Q1 		$15K Buy
232
+172
+287% +$7.43K 0.01% 248
2013
Q4 		$114K Buy
+60
New +$2.6K 0.02% 216
2013
Q3 		– Sell
-57
Closed -$74K – 515
2013
Q2 		$74K Buy
+57
New +$3.33K 0.04% 153

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 Securities Group's NLY Position: Q1 2026 in Review

Summit Securities Group reduced its Annaly Capital Management (NLY) stake by 32% in Q1 2026, selling an estimated $369K and leaving 33,900 shares worth $717K. The position accounts for 0.09% of the portfolio, ranked #122.

Summit Securities Group first reported a position in NLY in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.12M in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Summit Securities Group held 33,900 shares of Annaly Capital Management worth $717K as of Q1 2026.
  • Summit Securities Group sold 16,200 Annaly Capital Management shares in Q1 2026, an estimated $369K.
  • Annaly Capital Management made up 0.09% of Summit Securities Group's portfolio in Q1 2026, its #122 holding.
  • Summit Securities Group first reported a position in Annaly Capital Management in Q2 2013 and has held it in 41 quarters since.
  • Summit Securities Group's Annaly Capital Management position peaked at $1.12M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.