SS
NLY icon

Sunbelt Securities’s Annaly Capital Management NLY Stock Holding History

Sunbelt Securities’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 		$217K Buy
10,262
+12
+0.1% +$273 0.01% 620
2025
Q4 		$229K Sell
10,250
-18,388
-64% -$400K 0.02% 602
2025
Q3 		$579K Buy
28,638
+20,276
+242% +$421K 0.04% 352
2025
Q2 		$153K Buy
8,362
+474
+6% +$9.01K 0.01% 661
2025
Q1 		$160K Sell
7,888
-474
-6% -$9.76K 0.01% 621
2024
Q4 		$156K Sell
8,362
-1,750
-17% -$34.2K 0.01% 656
2024
Q3 		$203K Buy
10,112
+175
+2% +$3.5K 0.02% 584
2024
Q2 		$189K Hold
9,937
– – 0.02% 566
2024
Q1 		$196K Buy
9,937
+562
+6% +$10.8K 0.02% 540
2023
Q4 		$182K Sell
9,375
-475
-5% -$8.47K 0.02% 519
2023
Q3 		$185K Buy
9,850
+2,250
+30% +$44.7K 0.03% 494
2023
Q2 		$152K Sell
7,600
-600
-7% -$11.7K 0.02% 537
2023
Q1 		$154K Buy
+8,200
New +$173K 0.02% 481
2022
Q1 		– Sell
-3,303
Closed -$100K – 477
2021
Q4 		$100K Buy
3,303
+170
+5% +$5.71K 0.02% 457
2021
Q3 		$106K Hold
3,133
– – 0.02% 432
2021
Q2 		$106K Buy
3,133
+286
+10% +$10.4K 0.02% 429
2021
Q1 		$98K Sell
2,847
-727
-20% -$24.6K 0.02% 410
2020
Q4 		$121K Buy
+3,574
New +$111K 0.03% 381
2020
Q1 		– Sell
-41,328
Closed -$1.56M – 556
2019
Q4 		$1.56M Buy
41,328
+189
+0.5% +$6.89K 0.16% 131
2019
Q3 		$1.45M Buy
+41,139
New +$1.48M 0.16% 133
2015
Q4 		– Sell
-5,632
Closed -$222K – 105
2015
Q3 		$222K Buy
5,632
+144
+3% +$5.76K 0.3% 81
2015
Q2 		$202K Sell
5,488
-318
-5% -$12.9K 0.28% 98
2015
Q1 		$242K Buy
5,806
+12
+0.2% +$510 0.36% 65
2014
Q4 		$251K Buy
+5,794
New +$262K 0.33% 71

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

Sunbelt Securities's NLY Position: Q1 2026 in Review

Sunbelt Securities increased its Annaly Capital Management (NLY) stake by 0.12% in Q1 2026, buying an estimated $273 and bringing the position to 10,262 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #620.

Sunbelt Securities first reported a position in NLY in Q4 2014 and has held it in 24 quarters since. The position peaked at $1.56M in Q4 2019. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Sunbelt Securities held 10,262 shares of Annaly Capital Management worth $217K as of Q1 2026.
  • Sunbelt Securities bought 12 Annaly Capital Management shares in Q1 2026, an estimated $273.
  • Annaly Capital Management made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #620 holding.
  • Sunbelt Securities first reported a position in Annaly Capital Management in Q4 2014 and has held it in 24 quarters since.
  • Sunbelt Securities's Annaly Capital Management position peaked at $1.56M in Q4 2019.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.