VisionPoint Advisory Group
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VisionPoint Advisory Group’s Annaly Capital Management NLY Stock Holding History

VisionPoint Advisory 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
Q3 		$190K Sell
10,056
-800
-7% -$18K 0.03% 450
2026
Q2 		$243K Buy
10,856
+337
+3% +$7.44K 0.04% 411
2026
Q1 		$222K Sell
10,519
-6,328
-38% -$144K 0.04% 407
2025
Q4 		$377K Sell
16,847
-504
-3% -$11K 0.07% 253
2025
Q3 		$351K Sell
17,351
-538
-3% -$11.2K 0.07% 270
2025
Q2 		$337K Sell
17,889
-504
-3% -$9.6K 0.07% 249
2025
Q1 		$374K Buy
18,393
+1,811
+11% +$37.3K 0.13% 141
2024
Q4 		$305K Sell
16,582
-105
-0.6% -$2.05K 0.1% 139
2024
Q3 		$335K Sell
16,687
-263
-2% -$5.27K 0.11% 134
2024
Q2 		$323K Sell
16,950
-2,612
-13% -$50.7K 0.11% 135
2024
Q1 		$385K Sell
19,562
-140,658
-88% -$2.71M 0.14% 134
2023
Q4 		$3.1M Buy
160,220
+2,461
+2% +$43.9K 1.15% 18
2023
Q3 		$2.97M Sell
157,759
-11,904
-7% -$237K 1.27% 17
2023
Q2 		$3.39M Buy
169,663
+5,491
+3% +$107K 1.39% 14
2023
Q1 		$3.05M Sell
164,172
-15,372
-9% -$324K 1.35% 17
2022
Q4 		$3.94M Buy
+179,544
New +$3.53M 1.63% 16
2022
Q3 		– Sell
-14,386
Closed -$388K – 102
2022
Q2 		$388K Buy
+14,386
New +$373K 0.15% 66

Other funds holding NLY

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

VisionPoint Advisory Group's NLY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Annaly Capital Management (NLY) stake by 7.4% in Q3 2026, selling an estimated $18K and leaving 10,056 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #450.

VisionPoint Advisory Group first reported a position in NLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.94M in Q4 2022. 228 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • VisionPoint Advisory Group held 10,056 shares of Annaly Capital Management worth $190K as of Q3 2026.
  • VisionPoint Advisory Group sold 800 Annaly Capital Management shares in Q3 2026, an estimated $18K.
  • Annaly Capital Management made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #450 holding.
  • VisionPoint Advisory Group first reported a position in Annaly Capital Management in Q2 2022 and has held it in 17 quarters since.
  • VisionPoint Advisory Group's Annaly Capital Management position peaked at $3.94M in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.