Tandem Financial’s Annaly Capital Management NLY Stock Holding History

Tandem 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	$426K	Buy	19,476 +2,222	+13%	+$50.6K	0.14%	74
2025 Q4	$327K	Sell	17,254 -4,025	-19%	-$87.6K	0.39%	39
2025 Q3	$445K	Sell	21,279 -3,235	-13%	-$67.1K	0.17%	70
2025 Q2	$479K	Buy	24,514 +2,000	+9%	+$38K	0.45%	36
2025 Q1	$473K	Buy	22,514 +5,260	+30%	+$108K	0.51%	35
2024 Q4	$327K	Buy	+17,254	New	+$337K	0.35%	43

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tandem Financial's NLY Position: Q1 2026 in Review

Tandem Financial increased its Annaly Capital Management (NLY) stake by 13% in Q1 2026, buying an estimated $50.6K and bringing the position to 19,476 shares worth $426K. The position accounts for 0.14% of the portfolio, ranked #74.

Tandem Financial first reported a position in NLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $479K in Q2 2025. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Tandem Financial held 19,476 shares of Annaly Capital Management worth $426K as of Q1 2026.
Tandem Financial bought 2,222 Annaly Capital Management shares in Q1 2026, an estimated $50.6K.
Annaly Capital Management made up 0.14% of Tandem Financial's portfolio in Q1 2026, its #74 holding.
Tandem Financial first reported a position in Annaly Capital Management in Q4 2024 and has held it in 6 quarters since.
Tandem Financial's Annaly Capital Management position peaked at $479K in Q2 2025.
771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.