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Plan Group Financial, LLC → NLY-PJ

Plan Group Financial, LLC NLY-PJ Position History

Annaly Capital Management, Inc. • Financial Services

Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q4 2025$2.3M
Q1 2026$2.4M
Q2 2026$3M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M160.7K——
Q2 2026$3M132.9K——
Q1 2026$2.4M114.2K——
Q4 2025$2.3M102.2K——
Q3 2025$1.9M94.7K——

Other funds holding NLY-PJ

Other Plan Group Financial, LLC positions

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$17.6M
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VGES

VANGUARD INDEX FDS

$17.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$17M
BLK

ISHARES TR

$16.3M