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Wedmont Private Capital’s Annaly Capital Management NLY Stock Holding History

Wedmont Private Capital’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 		$572K Buy
31,316
+4,916
+19% +$110K 0.01% 548
2026
Q2 		$604K Buy
26,400
+416
+2% +$9.19K 0.02% 487
2026
Q1 		$566K Buy
25,984
+4,220
+19% +$96.1K 0.02% 454
2025
Q4 		$501K Buy
21,764
+797
+4% +$17.4K 0.02% 474
2025
Q3 		$432K Buy
20,967
+87
+0.4% +$1.8K 0.02% 507
2025
Q2 		$412K Sell
20,880
-312
-1% -$5.93K 0.02% 483
2025
Q1 		$371K Buy
21,192
+1,948
+10% +$40.1K 0.02% 457
2024
Q4 		$349K Sell
19,244
-527
-3% -$10.3K 0.02% 494
2024
Q3 		$383K Sell
19,771
-669
-3% -$13.4K 0.02% 441
2024
Q2 		$417K Buy
20,440
+1,334
+7% +$25.9K 0.03% 394
2024
Q1 		$371K Buy
19,106
+184
+1% +$3.55K 0.03% 392
2023
Q4 		$371K Sell
18,922
-64
-0.3% -$1.14K 0.03% 374
2023
Q3 		$343K Buy
18,986
+131
+0.7% +$2.6K 0.03% 340
2023
Q2 		$377K Sell
18,855
-2,815
-13% -$54.7K 0.04% 323
2023
Q1 		$408K Buy
21,670
+241
+1% +$5.08K 0.05% 258
2022
Q4 		$474K Buy
21,429
+4,212
+24% +$82.9K 0.07% 210
2022
Q3 		$295K Buy
17,217
+1,127
+7% +$28.4K 0.06% 251
2022
Q2 		$380K Buy
16,090
+4,473
+39% +$116K 0.08% 179
2022
Q1 		$327K Buy
11,617
+595
+5% +$17.7K 0.07% 217
2021
Q4 		$352K Buy
+11,022
New +$370K 0.11% 149

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
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
VEM
Vann Equity Management Plano, Texas $168M AUM

Wedmont Private Capital's NLY Position: Q3 2026 in Review

Wedmont Private Capital increased its Annaly Capital Management (NLY) stake by 19% in Q3 2026, buying an estimated $110K and bringing the position to 31,316 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #548.

Wedmont Private Capital first reported a position in NLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $604K in Q2 2026. 28 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Wedmont Private Capital held 31,316 shares of Annaly Capital Management worth $572K as of Q3 2026.
  • Wedmont Private Capital bought 4,916 Annaly Capital Management shares in Q3 2026, an estimated $110K.
  • Annaly Capital Management made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #548 holding.
  • Wedmont Private Capital first reported a position in Annaly Capital Management in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Annaly Capital Management position peaked at $604K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.