James T. Borello RIA’s Annaly Capital Management NLY Stock Holding History

James T. Borello RIA’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	$21.1K	Buy	1,118 +28	+3%	+$629	﹤0.01%	411
2026 Q2	$24.4K	Sell	1,090 -61	-5%	-$1.35K	0.01%	367
2026 Q1	$24.3K	Buy	1,151 +3	+0.3%	+$68	0.01%	330
2025 Q4	$25.7K	Buy	1,148 +3	+0.3%	+$65	0.01%	245
2025 Q3	$23.1K	Buy	1,145 +145	+15%	+$3.01K	0.01%	219
2025 Q2	$18.8K	Hold	1,000	–	–	0.01%	187
2025 Q1	$20.3K	Buy	+1,000	New	+$20.6K	0.01%	152

Other funds holding NLY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

James T. Borello RIA's NLY Position: Q3 2026 in Review

James T. Borello RIA increased its Annaly Capital Management (NLY) stake by 2.6% in Q3 2026, buying an estimated $629 and bringing the position to 1,118 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

James T. Borello RIA first reported a position in NLY in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.7K in Q4 2025. 96 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

James T. Borello RIA held 1,118 shares of Annaly Capital Management worth $21.1K as of Q3 2026.
James T. Borello RIA bought 28 Annaly Capital Management shares in Q3 2026, an estimated $629.
Annaly Capital Management made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #411 holding.
James T. Borello RIA first reported a position in Annaly Capital Management in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's Annaly Capital Management position peaked at $25.7K in Q4 2025.
96 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.