U.S. Capital Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

U.S. Capital Wealth Advisors’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	$491K	Buy	23,227 +2,350	+11%	+$53.5K	0.01%	680
2025 Q4	$467K	Buy	+20,877	New	+$454K	0.01%	669
2025 Q3	–	Sell	-48,252	Closed	-$908K	–	962
2025 Q2	$908K	Buy	+48,252	New	+$917K	0.03%	445

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 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

U.S. Capital Wealth Advisors's NLY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Annaly Capital Management (NLY) stake by 11% in Q1 2026, buying an estimated $53.5K and bringing the position to 23,227 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #680.

U.S. Capital Wealth Advisors first reported a position in NLY in Q2 2025 and has held it in 3 quarters since. The position peaked at $908K in Q2 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

U.S. Capital Wealth Advisors held 23,227 shares of Annaly Capital Management worth $491K as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,350 Annaly Capital Management shares in Q1 2026, an estimated $53.5K.
Annaly Capital Management made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #680 holding.
U.S. Capital Wealth Advisors first reported a position in Annaly Capital Management in Q2 2025 and has held it in 3 quarters since.
U.S. Capital Wealth Advisors's Annaly Capital Management position peaked at $908K in Q2 2025.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.