Values First Advisors
NLY icon

Values First Advisors’s Annaly Capital Management NLY Stock Holding History

Values First 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
Q3 		$625K Buy
33,078
+415
+1% +$9.32K 0.29% 90
2026
Q2 		$730K Sell
32,663
-5,423
-14% -$120K 0.33% 91
2026
Q1 		$806K Buy
38,086
+1,475
+4% +$33.6K 0.42% 66
2025
Q4 		$819K Buy
36,611
+3,699
+11% +$80.5K 0.42% 72
2025
Q3 		$665K Buy
32,912
+1,210
+4% +$25.1K 0.36% 77
2025
Q2 		$597K Buy
31,702
+440
+1% +$8.37K 0.33% 87
2025
Q1 		$636K Buy
31,262
+938
+3% +$19.3K 0.37% 69
2024
Q4 		$555K Buy
30,324
+1,575
+5% +$30.8K 0.31% 89
2024
Q3 		$577K Buy
28,749
+482
+2% +$9.7K 0.31% 79
2024
Q2 		$539K Buy
28,267
+715
+3% +$13.9K 0.32% 79
2024
Q1 		$542K Buy
27,552
+1,743
+7% +$33.6K 0.32% 91
2023
Q4 		$500K Buy
25,809
+3,812
+17% +$68K 0.3% 103
2023
Q3 		$414K Buy
21,997
+539
+3% +$10.7K 0.27% 103
2023
Q2 		$429K Buy
21,458
+1,101
+5% +$21.4K 0.26% 104
2023
Q1 		$389K Buy
20,357
+1,566
+8% +$33K 0.25% 104
2022
Q4 		$396K Buy
18,791
+5,151
+38% +$101K 0.28% 100
2022
Q3 		$234K Buy
13,640
+876
+7% +$22.1K 0.17% 125
2022
Q2 		$302K Sell
12,764
-157
-1% -$4.07K 0.21% 113
2022
Q1 		$364K Buy
12,921
+1,233
+11% +$36.6K 0.23% 114
2021
Q4 		$366K Sell
11,688
-1,104
-9% -$37.1K 0.22% 116
2021
Q3 		$431K Buy
12,792
+815
+7% +$28.1K 0.28% 103
2021
Q2 		$425K Sell
11,977
-172
-1% -$6.25K 0.29% 107
2021
Q1 		$418K Buy
12,149
+440
+4% +$14.9K 0.31% 103
2020
Q4 		$396K Sell
11,709
-278
-2% -$8.6K 0.32% 107
2020
Q3 		$341K Buy
11,987
+1,967
+20% +$56.9K 0.31% 105
2020
Q2 		$263K Sell
10,020
-17
-0.2% -$420 0.26% 116
2020
Q1 		$204K Sell
10,037
-28
-0.3% -$985 0.24% 112
2019
Q4 		$379K Buy
+10,065
New +$367K 0.37% 88

Other funds holding NLY

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Values First Advisors's NLY Position: Q3 2026 in Review

Values First Advisors increased its Annaly Capital Management (NLY) stake by 1.3% in Q3 2026, buying an estimated $9.32K and bringing the position to 33,078 shares worth $625K. The position accounts for 0.29% of the portfolio, ranked #90.

Values First Advisors first reported a position in NLY in Q4 2019 and has held it in 28 quarters since. The position peaked at $819K in Q4 2025. 254 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Values First Advisors held 33,078 shares of Annaly Capital Management worth $625K as of Q3 2026.
  • Values First Advisors bought 415 Annaly Capital Management shares in Q3 2026, an estimated $9.32K.
  • Annaly Capital Management made up 0.29% of Values First Advisors's portfolio in Q3 2026, its #90 holding.
  • Values First Advisors first reported a position in Annaly Capital Management in Q4 2019 and has held it in 28 quarters since.
  • Values First Advisors's Annaly Capital Management position peaked at $819K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.