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Alpine Bank Wealth Management’s Annaly Capital Management NLY Stock Holding History

Alpine Bank Wealth Management’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
2025
Q3 		– Sell
-988
Closed -$18.6K – 441
2025
Q2 		$18.6K Sell
988
-115
-10% -$2.19K ﹤0.01% 344
2025
Q1 		$22.4K Buy
+1,103
New +$22.7K ﹤0.01% 321

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpine Bank Wealth Management's NLY Position: Q3 2025 in Review

Alpine Bank Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 988 shares — an estimated $18.6K sold.

Alpine Bank Wealth Management first reported a position in NLY in Q1 2025 and held it in 2 quarters. The position peaked at $22.4K in Q1 2025. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

  • Alpine Bank Wealth Management reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 988 Annaly Capital Management shares in Q3 2025, an estimated $18.6K.
  • Alpine Bank Wealth Management first reported a position in Annaly Capital Management in Q1 2025 and held it in 2 quarters.
  • Alpine Bank Wealth Management's Annaly Capital Management position peaked at $22.4K in Q1 2025.
  • 687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.