United Advisor Group’s Annaly Capital Management NLY Stock Holding History

United Advisor Group’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	$1.25M	Buy	59,072 +2,786	+5%	+$63.5K	0.15%	161
2025 Q4	$1.26M	Sell	56,286 -1,673	-3%	-$36.4K	0.16%	154
2025 Q3	$1.17M	Sell	57,959 -1,025	-2%	-$21.3K	0.16%	150
2025 Q2	$1.11M	Buy	58,984 +111	+0.2%	+$2.11K	0.19%	126
2025 Q1	$1.2M	Buy	58,873 +847	+1%	+$17.4K	0.25%	99
2024 Q4	$1.06M	Sell	58,026 -730	-1%	-$14.3K	0.21%	118
2024 Q3	$1.18M	Buy	58,756 +2,134	+4%	+$42.7K	0.27%	93
2024 Q2	$1.08M	Buy	56,622 +4,367	+8%	+$84.8K	0.34%	74
2024 Q1	$1.03M	Buy	+52,255	New	+$1.01M	0.39%	74

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

United Advisor Group's NLY Position: Q1 2026 in Review

United Advisor Group increased its Annaly Capital Management (NLY) stake by 4.9% in Q1 2026, buying an estimated $63.5K and bringing the position to 59,072 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #161.

United Advisor Group first reported a position in NLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2025. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

United Advisor Group held 59,072 shares of Annaly Capital Management worth $1.25M as of Q1 2026.
United Advisor Group bought 2,786 Annaly Capital Management shares in Q1 2026, an estimated $63.5K.
Annaly Capital Management made up 0.15% of United Advisor Group's portfolio in Q1 2026, its #161 holding.
United Advisor Group first reported a position in Annaly Capital Management in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Annaly Capital Management position peaked at $1.26M in Q4 2025.
769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.