HBK Sorce Advisory’s Annaly Capital Management NLY Stock Holding History

HBK Sorce Advisory’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	$589K	Sell	25,965 -689	-3%	-$15.2K	0.01%	357
2026 Q1	$603K	Buy	26,654 +2,008	+8%	+$45.7K	0.01%	342
2025 Q4	$563K	Buy	24,646 +1,128	+5%	+$24.6K	0.01%	351
2025 Q3	$489K	Buy	23,518 +1,400	+6%	+$29K	0.01%	365
2025 Q2	$416K	Buy	22,118 +807	+4%	+$15.3K	0.01%	378
2025 Q1	$433K	Buy	21,311 +535	+3%	+$11K	0.01%	368
2024 Q4	$380K	Buy	20,776 +246	+1%	+$4.81K	0.01%	395
2024 Q3	$412K	Buy	20,530 +1,767	+9%	+$35.4K	0.01%	383
2024 Q2	$358K	Buy	18,763 +345	+2%	+$6.7K	0.01%	402
2024 Q1	$363K	Sell	18,418 -4	-0%	-$77	0.01%	410
2023 Q4	$357K	Buy	18,422 +364	+2%	+$6.49K	0.01%	384
2023 Q3	$340K	Buy	18,058 +2,526	+16%	+$50.2K	0.02%	383
2023 Q2	$311K	Buy	15,532 +183	+1%	+$3.56K	0.01%	432
2023 Q1	$293K	Buy	+15,349	New	+$324K	0.01%	439

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HBK Sorce Advisory's NLY Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Annaly Capital Management (NLY) stake by 2.6% in Q2 2026, selling an estimated $15.2K and leaving 25,965 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #357.

HBK Sorce Advisory first reported a position in NLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $603K in Q1 2026. 445 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

HBK Sorce Advisory held 25,965 shares of Annaly Capital Management worth $589K as of Q2 2026.
HBK Sorce Advisory sold 689 Annaly Capital Management shares in Q2 2026, an estimated $15.2K.
Annaly Capital Management made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #357 holding.
HBK Sorce Advisory first reported a position in Annaly Capital Management in Q1 2023 and has held it in 14 quarters since.
HBK Sorce Advisory's Annaly Capital Management position peaked at $603K in Q1 2026.
445 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.