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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
Q3 		$883K Buy
46,764
+1,092
+2% +$24.5K 0.09% 93
2026
Q2 		$1.02M Buy
45,672
+2,773
+6% +$61.2K 0.11% 84
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Howard Financial Services's NLY Position: Q3 2026 in Review

Howard Financial Services increased its Annaly Capital Management (NLY) stake by 2.4% in Q3 2026, buying an estimated $24.5K and bringing the position to 46,764 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #93.

Howard Financial Services first reported a position in NLY in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.02M in Q2 2026. 83 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • Howard Financial Services held 46,764 shares of Annaly Capital Management worth $883K as of Q3 2026.
  • Howard Financial Services bought 1,092 Annaly Capital Management shares in Q3 2026, an estimated $24.5K.
  • Annaly Capital Management made up 0.09% of Howard Financial Services's portfolio in Q3 2026, its #93 holding.
  • Howard Financial Services first reported a position in Annaly Capital Management in Q2 2020 and has held it in 25 quarters since.
  • Howard Financial Services's Annaly Capital Management position peaked at $1.02M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.