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Valley Wealth Managers’s Annaly Capital Management NLY Stock Holding History

Valley Wealth Managers’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 		– Sell
-420
Closed -$9.39K – 353
2026
Q2 		$9.39K Buy
+420
New +$9.27K ﹤0.01% 285

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

Valley Wealth Managers's NLY Position: Q3 2026 in Review

Valley Wealth Managers sold out of Annaly Capital Management (NLY) in Q3 2026, closing a stake of 420 shares — an estimated $9.39K sold.

Valley Wealth Managers first reported a position in NLY in Q2 2026 and held it in 1 quarter. The position peaked at $9.39K in Q2 2026. 35 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Valley Wealth Managers reported no remaining Annaly Capital Management position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 420 Annaly Capital Management shares in Q3 2026, an estimated $9.39K.
  • Valley Wealth Managers first reported a position in Annaly Capital Management in Q2 2026 and held it in 1 quarter.
  • Valley Wealth Managers's Annaly Capital Management position peaked at $9.39K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.