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Roman Butler Fullerton & Co’s Annaly Capital Management NLY Stock Holding History

Roman Butler Fullerton & Co’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
-13,502
Closed -$281K – 267
2025
Q2 		$281K Buy
+13,502
New +$257K 0.08% 193

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

Roman Butler Fullerton & Co's NLY Position: Q3 2025 in Review

Roman Butler Fullerton & Co sold out of Annaly Capital Management (NLY) in Q3 2025, closing a stake of 13,502 shares — an estimated $281K sold.

Roman Butler Fullerton & Co first reported a position in NLY in Q2 2025 and held it in 1 quarter. The position peaked at $281K in Q2 2025. 687 funds tracked by Wall St. Rank hold NLY as of Q3 2025.

  • Roman Butler Fullerton & Co reported no remaining Annaly Capital Management position as of Q3 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 13,502 Annaly Capital Management shares in Q3 2025, an estimated $281K.
  • Roman Butler Fullerton & Co first reported a position in Annaly Capital Management in Q2 2025 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's Annaly Capital Management position peaked at $281K in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q3 2025, filed 6 Nov 2025.