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TCFG Wealth Management’s Annaly Capital Management NLY Stock Holding History

TCFG Wealth Management’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 		$261K Sell
12,337
-7,750
-39% -$177K 0.1% 217
2025
Q4 		$449K Buy
+20,087
New +$437K 0.18% 148

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCFG Wealth Management's NLY Position: Q1 2026 in Review

TCFG Wealth Management reduced its Annaly Capital Management (NLY) stake by 39% in Q1 2026, selling an estimated $177K and leaving 12,337 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #217.

TCFG Wealth Management first reported a position in NLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $449K in Q4 2025. 772 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • TCFG Wealth Management held 12,337 shares of Annaly Capital Management worth $261K as of Q1 2026.
  • TCFG Wealth Management sold 7,750 Annaly Capital Management shares in Q1 2026, an estimated $177K.
  • Annaly Capital Management made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #217 holding.
  • TCFG Wealth Management first reported a position in Annaly Capital Management in Q4 2025 and has held it in 2 quarters since.
  • TCFG Wealth Management's Annaly Capital Management position peaked at $449K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.