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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

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

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

Howard Financial Services increased its Annaly Capital Management (NLY) stake by 13% in Q2 2026, buying an estimated $125K and bringing the position to 48,566 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #86.

Howard Financial Services first reported a position in NLY in Q2 2020 and has held it in 24 quarters since. 787 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Howard Financial Services held 48,566 shares of Annaly Capital Management worth $1.09M as of Q2 2026.
  • Howard Financial Services bought 5,667 Annaly Capital Management shares in Q2 2026, an estimated $125K.
  • Annaly Capital Management made up 0.11% of Howard Financial Services's portfolio in Q2 2026, its #86 holding.
  • Howard Financial Services first reported a position in Annaly Capital Management in Q2 2020 and has held it in 24 quarters since.
  • 787 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.