WFA of San Diego’s Annaly Capital Management NLY Stock Holding History

WFA of San Diego’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	$95.2K	Buy	4,500 +1,000	+29%	+$22.8K	0.08%	133
2025 Q4	$78.3K	Sell	3,500 -1,250	-26%	-$27.2K	0.06%	155
2025 Q3	$96K	Hold	4,750	–	–	0.07%	143
2025 Q2	$89.4K	Buy	+4,750	New	+$90.3K	0.07%	148
2024 Q3	$26.1K	Buy	1,300 +50	+4%	+$1K	0.02%	226
2024 Q2	$23.8K	Buy	+1,250	New	+$24.3K	0.02%	230
2020 Q3	–	Sell	-3,743	Closed	-$144K	–	186
2020 Q2	$144K	Buy	+3,743	New	+$92.5K	0.03%	253

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

WFA of San Diego's NLY Position: Q1 2026 in Review

WFA of San Diego increased its Annaly Capital Management (NLY) stake by 29% in Q1 2026, buying an estimated $22.8K and bringing the position to 4,500 shares worth $95.2K. The position accounts for 0.08% of the portfolio, ranked #133.

WFA of San Diego first reported a position in NLY in Q2 2020 and has held it in 7 quarters since. The position peaked at $144K in Q2 2020. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

WFA of San Diego held 4,500 shares of Annaly Capital Management worth $95.2K as of Q1 2026.
WFA of San Diego bought 1,000 Annaly Capital Management shares in Q1 2026, an estimated $22.8K.
Annaly Capital Management made up 0.08% of WFA of San Diego's portfolio in Q1 2026, its #133 holding.
WFA of San Diego first reported a position in Annaly Capital Management in Q2 2020 and has held it in 7 quarters since.
WFA of San Diego's Annaly Capital Management position peaked at $144K in Q2 2020.
770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.