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Horizon Financial Services’s Annaly Capital Management NLY Stock Holding History

Horizon Financial Services’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 		$9.21K Buy
+412
New +$9.1K ﹤0.01% 341
2021
Q4 		– Sell
-63
Closed -$2K – 145
2021
Q3 		$2K Hold
63
– – ﹤0.01% 132
2021
Q2 		$2K Buy
63
+25
+66% +$908 ﹤0.01% 124
2021
Q1 		$1K Buy
+38
New +$1.29K ﹤0.01% 113

Other funds holding NLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Horizon Financial Services's NLY Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Annaly Capital Management (NLY) in Q2 2026: 412 shares worth $9.21K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in NLY as recently as Q3 2021.

Horizon Financial Services first reported a position in NLY in Q1 2021 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Horizon Financial Services held 412 shares of Annaly Capital Management worth $9.21K as of Q2 2026.
  • Annaly Capital Management was a new Horizon Financial Services position in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #341 holding.
  • Horizon Financial Services first reported a position in Annaly Capital Management in Q1 2021 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.