HHM Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

HHM Wealth 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	$4.47K	Hold	200	–	–	﹤0.01%	738
2026 Q1	$4.23K	Buy	+200	New	+$4.55K	﹤0.01%	744
2021 Q4	–	Sell	-100	Closed	-$3K	–	688
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	576
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	548
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	522
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	486
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	456
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	441
2020 Q1	$2K	Buy	+100	New	+$3.52K	﹤0.01%	432

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

HHM Wealth Advisors's NLY Position: Q2 2026 in Review

HHM Wealth Advisors held its Annaly Capital Management (NLY) position steady in Q2 2026 at 200 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

HHM Wealth Advisors first reported a position in NLY in Q1 2020 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

HHM Wealth Advisors held 200 shares of Annaly Capital Management worth $4.47K as of Q2 2026.
HHM Wealth Advisors left its Annaly Capital Management share count unchanged in Q2 2026.
Annaly Capital Management made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #738 holding.
HHM Wealth Advisors first reported a position in Annaly Capital Management in Q1 2020 and has held it in 9 quarters since.
224 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.