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Toth Financial Advisory’s Annaly Capital Management NLY Stock Holding History

Toth Financial Advisory’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
Q3 		$98.1K Buy
5,191
+91
+2% +$2.04K 0.01% 297
2026
Q2 		$114K Hold
5,100
– – 0.01% 283
2026
Q1 		$108K Hold
5,100
– – 0.01% 270
2025
Q4 		$114K Hold
5,100
– – 0.01% 251
2025
Q3 		$103K Hold
5,100
– – 0.01% 263
2025
Q2 		$96K Hold
5,100
– – 0.01% 247
2025
Q1 		$104K Buy
5,100
+110
+2% +$2.26K 0.01% 239
2024
Q4 		$91.3K Buy
4,990
+2,600
+109% +$50.8K 0.01% 248
2024
Q3 		$48K Buy
2,390
+576
+32% +$11.5K 0.01% 298
2024
Q2 		$34.6K Hold
1,814
– – ﹤0.01% 326
2024
Q1 		$35.7K Hold
1,814
– – ﹤0.01% 323
2023
Q4 		$35.1K Hold
1,814
– – ﹤0.01% 325
2023
Q3 		$34.1K Sell
1,814
-950
-34% -$18.9K 0.01% 306
2023
Q2 		$55.3K Buy
2,764
+950
+52% +$18.5K 0.01% 261
2023
Q1 		$34.7K Hold
1,814
– – 0.01% 316
2022
Q4 		$38.2K Hold
1,814
– – 0.01% 305
2022
Q3 		$31K Sell
1,814
-1
-0.1% -$25 0.01% 325
2022
Q2 		$43K Hold
1,815
– – 0.01% 286
2022
Q1 		$51K Hold
1,815
– – 0.01% 286
2021
Q4 		$57K Hold
1,815
– – 0.01% 287
2021
Q3 		$61K Buy
1,815
+46
+3% +$1.58K 0.01% 287
2021
Q2 		$63K Buy
1,769
+603
+52% +$21.9K 0.01% 267
2021
Q1 		$40K Buy
+1,166
New +$39.5K 0.01% 308

Other funds holding NLY

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Toth Financial Advisory's NLY Position: Q3 2026 in Review

Toth Financial Advisory increased its Annaly Capital Management (NLY) stake by 1.8% in Q3 2026, buying an estimated $2.04K and bringing the position to 5,191 shares worth $98.1K. The position accounts for 0.01% of the portfolio, ranked #297.

Toth Financial Advisory first reported a position in NLY in Q1 2021 and has held it in 23 quarters since. The position peaked at $114K in Q2 2026. 31 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Toth Financial Advisory held 5,191 shares of Annaly Capital Management worth $98.1K as of Q3 2026.
  • Toth Financial Advisory bought 91 Annaly Capital Management shares in Q3 2026, an estimated $2.04K.
  • Annaly Capital Management made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #297 holding.
  • Toth Financial Advisory first reported a position in Annaly Capital Management in Q1 2021 and has held it in 23 quarters since.
  • Toth Financial Advisory's Annaly Capital Management position peaked at $114K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.