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HighPoint Advisor Group’s Annaly Capital Management NLY Stock Holding History

HighPoint Advisor Group’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 		$494K Sell
22,075
-2,527
-10% -$55.8K 0.02% 474
2026
Q1 		$520K Sell
24,602
-39,861
-62% -$908K 0.02% 413
2025
Q4 		$1.44M Buy
64,463
+27,284
+73% +$594K 0.03% 382
2025
Q3 		$751K Buy
37,179
+10,998
+42% +$228K 0.04% 310
2025
Q2 		$493K Sell
26,181
-788
-3% -$15K 0.03% 376
2025
Q1 		$529K Sell
26,969
-991
-4% -$20.4K 0.03% 345
2024
Q4 		$580K Buy
27,960
+1,628
+6% +$31.8K 0.03% 339
2024
Q3 		$528K Buy
26,332
+2,030
+8% +$40.7K 0.03% 345
2024
Q2 		$489K Buy
24,302
+357
+1% +$6.93K 0.03% 355
2024
Q1 		$477K Sell
23,945
-1,993
-8% -$38.4K 0.03% 355
2023
Q4 		$522K Buy
+25,938
New +$463K 0.04% 348
2022
Q2 		$982K Buy
+40,460
New +$1.05M 0.11% 155
2021
Q3 		$1.26M Buy
37,426
+20,264
+118% +$698K 0.12% 137
2021
Q2 		$610K Buy
17,162
+3,053
+22% +$111K 0.06% 265
2021
Q1 		$489K Buy
14,109
+102
+0.7% +$3.46K 0.06% 276
2020
Q4 		$480K Sell
14,007
-67
-0.5% -$2.07K 0.06% 265
2020
Q3 		$416K Buy
14,074
+3,793
+37% +$110K 0.08% 213
2020
Q2 		$263K Buy
10,281
+1,188
+13% +$29.3K 0.06% 263
2020
Q1 		$215K Buy
9,093
+333
+4% +$11.7K 0.05% 283
2019
Q4 		$341K Hold
8,760
– – 0.07% 242
2019
Q3 		$319K Buy
8,760
+768
+10% +$27.7K 0.07% 238
2019
Q2 		$302K Hold
7,992
– – 0.07% 243
2019
Q1 		$308K Buy
7,992
+520
+7% +$21.2K 0.08% 235
2018
Q4 		$304K Buy
7,472
+164
+2% +$6.56K 0.08% 216
2018
Q3 		$289K Buy
7,308
+971
+15% +$40.7K 0.08% 231
2018
Q2 		$268K Buy
6,337
+585
+10% +$24.4K 0.07% 259
2018
Q1 		$243K Buy
5,752
+1,986
+53% +$84.6K 0.07% 272
2017
Q4 		$157K Buy
3,766
+24
+0.6% +$1.14K 0.05% 283
2017
Q3 		$169K Buy
+3,742
New +$183K 0.05% 269

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 $3.37T AUM 44.26% 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

HighPoint Advisor Group's NLY Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Annaly Capital Management (NLY) stake by 10% in Q2 2026, selling an estimated $55.8K and leaving 22,075 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #474.

HighPoint Advisor Group first reported a position in NLY in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.44M in Q4 2025. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • HighPoint Advisor Group held 22,075 shares of Annaly Capital Management worth $494K as of Q2 2026.
  • HighPoint Advisor Group sold 2,527 Annaly Capital Management shares in Q2 2026, an estimated $55.8K.
  • Annaly Capital Management made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #474 holding.
  • HighPoint Advisor Group first reported a position in Annaly Capital Management in Q3 2017 and has held it in 29 quarters since.
  • HighPoint Advisor Group's Annaly Capital Management position peaked at $1.44M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.