Waverly Advisors’s Annaly Capital Management NLY Stock Holding History

Waverly 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	$3.3M	Buy	155,816 +10,148	+7%	+$231K	0.02%	518
2025 Q4	$3.26M	Sell	145,668 -3,623	-2%	-$78.9K	0.03%	473
2025 Q3	$3.02M	Buy	149,291 +14,351	+11%	+$298K	0.03%	419
2025 Q2	$2.54M	Sell	134,940 -5,523	-4%	-$105K	0.03%	445
2025 Q1	$2.85M	Sell	140,463 -3	-0%	-$62	0.03%	404
2024 Q4	$2.57M	Buy	+140,466	New	+$2.74M	0.04%	335
2015 Q4	–	Sell	-1	Closed	–	–	300
2015 Q3	$0	Hold	1	–	–	﹤0.01%	443
2015 Q2	$0	Hold	1	–	–	﹤0.01%	385
2015 Q1	$0	Buy	+1	New	+$43	﹤0.01%	398
2014 Q4	–	Sell	-470	Closed	-$20K	–	587
2014 Q3	$20K	Hold	470	–	–	0.01%	334
2014 Q2	$21K	Hold	470	–	–	0.01%	327
2014 Q1	$21K	Sell	470 -5,780	-92%	-$250K	0.01%	309
2013 Q4	$249K	Buy	6,250 +5,333	+582%	+$232K	0.09%	130
2013 Q3	$42K	Sell	917 -6,209	-87%	-$292K	0.02%	274
2013 Q2	$358K	Buy	+7,126	New	+$416K	0.21%	60

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

Waverly Advisors's NLY Position: Q1 2026 in Review

Waverly Advisors increased its Annaly Capital Management (NLY) stake by 7% in Q1 2026, buying an estimated $231K and bringing the position to 155,816 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #518.

Waverly Advisors first reported a position in NLY in Q2 2013 and has held it in 15 quarters since. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

Waverly Advisors held 155,816 shares of Annaly Capital Management worth $3.3M as of Q1 2026.
Waverly Advisors bought 10,148 Annaly Capital Management shares in Q1 2026, an estimated $231K.
Annaly Capital Management made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #518 holding.
Waverly Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 15 quarters since.
768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.