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DHJJ Financial Advisors’s Annaly Capital Management NLY Stock Holding History

DHJJ Financial 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
Q2 		$246 Hold
11
– – ﹤0.01% 982
2026
Q1 		$233 Buy
11
+4
+57% +$91 ﹤0.01% 983
2025
Q4 		$157 Hold
7
– – ﹤0.01% 964
2025
Q3 		$142 Hold
7
– – ﹤0.01% 939
2025
Q2 		$132 Hold
7
– – ﹤0.01% 919
2025
Q1 		$143 Hold
7
– – ﹤0.01% 869
2024
Q4 		$129 Hold
7
– – ﹤0.01% 838
2024
Q3 		$141 Hold
7
– – ﹤0.01% 825
2024
Q2 		$134 Hold
7
– – ﹤0.01% 772
2024
Q1 		$138 Hold
7
– – ﹤0.01% 755
2023
Q4 		$136 Hold
7
– – ﹤0.01% 746
2023
Q3 		$132 Buy
+7
New +$139 ﹤0.01% 747

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DHJJ Financial Advisors's NLY Position: Q2 2026 in Review

DHJJ Financial Advisors held its Annaly Capital Management (NLY) position steady in Q2 2026 at 11 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #982.

DHJJ Financial Advisors first reported a position in NLY in Q3 2023 and has held it in 12 quarters since. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • DHJJ Financial Advisors held 11 shares of Annaly Capital Management worth $246 as of Q2 2026.
  • DHJJ Financial Advisors left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #982 holding.
  • DHJJ Financial Advisors first reported a position in Annaly Capital Management in Q3 2023 and has held it in 12 quarters since.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.