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TrueMark Investments’s Annaly Capital Management NLY Stock Holding History

TrueMark Investments’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
-17,376
Closed -$389K – 233
2025
Q4 		$389K Buy
+17,376
New +$378K 0.07% 162
2025
Q1 		– Sell
-17,810
Closed -$326K – 240
2024
Q4 		$326K Sell
17,810
-15,401
-46% -$301K 0.1% 118
2024
Q3 		$667K Sell
33,211
-13,318
-29% -$267K 0.21% 103
2024
Q2 		$887K Buy
+46,529
New +$903K 0.3% 105

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

TrueMark Investments's NLY Position: Q1 2026 in Review

TrueMark Investments sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 17,376 shares — an estimated $389K sold.

TrueMark Investments first reported a position in NLY in Q2 2024 and held it in 4 quarters. The position peaked at $887K in Q2 2024. 772 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • TrueMark Investments reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 17,376 Annaly Capital Management shares in Q1 2026, an estimated $389K.
  • TrueMark Investments first reported a position in Annaly Capital Management in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's Annaly Capital Management position peaked at $887K in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.