HFS
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Howard Financial Services’s Annaly Capital Management NLY Stock Holding History

Howard 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 		$1.09M Buy
48,566
+5,667
+13% +$125K 0.11% 86
2026
Q1 		$907K Buy
42,899
+942
+2% +$21.5K 0.1% 83
2025
Q4 		$938K Buy
41,957
+691
+2% +$15K 0.11% 75
2025
Q3 		$834K Buy
41,266
+777
+2% +$16.1K 0.1% 74
2025
Q2 		$762K Buy
40,489
+10,333
+34% +$196K 0.1% 76
2025
Q1 		$612K Buy
30,156
+1,333
+5% +$27.4K 0.08% 89
2024
Q4 		$527K Buy
+28,823
New +$563K 0.07% 97
2024
Q3 		– Sell
-27,900
Closed -$532K – 171
2024
Q2 		$532K Buy
27,900
+2,320
+9% +$45K 0.09% 81
2024
Q1 		$504K Buy
25,580
+210
+0.8% +$4.05K 0.09% 86
2023
Q4 		$491K Buy
25,370
+3,174
+14% +$56.6K 0.09% 81
2023
Q3 		$418K Buy
22,196
+571
+3% +$11.3K 0.1% 86
2023
Q2 		$433K Buy
21,625
+566
+3% +$11K 0.1% 81
2023
Q1 		$402K Buy
21,059
+618
+3% +$13K 0.1% 88
2022
Q4 		$431K Buy
20,441
+750
+4% +$14.8K 0.11% 83
2022
Q3 		$338K Buy
19,691
+486
+3% +$12.2K 0.11% 86
2022
Q2 		$454K Buy
19,205
+506
+3% +$13.1K 0.15% 60
2022
Q1 		$527K Buy
18,699
+408
+2% +$12.1K 0.16% 56
2021
Q4 		$572K Sell
18,291
-1,143
-6% -$38.4K 0.17% 52
2021
Q3 		$655K Buy
19,434
+390
+2% +$13.4K 0.25% 43
2021
Q2 		$676K Buy
19,044
+355
+2% +$12.9K 0.26% 40
2021
Q1 		$643K Buy
18,689
+387
+2% +$13.1K 0.29% 37
2020
Q4 		$619K Buy
18,302
+426
+2% +$13.2K 0.33% 38
2020
Q3 		$509K Buy
17,876
+8,038
+82% +$233K 0.33% 39
2020
Q2 		$258K Buy
+9,838
New +$243K 0.18% 67

Other funds holding NLY

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return