MNA — NEW YORK LIFE INVESTMENTS ET

Ownership history in Advisor Resource Council  ·  1 quarter on record

This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in NEW YORK LIFE INVESTMENTS ET (MNA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2025 Q4)
Avg. % of fund
0.18%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 13,958 — — 0.18% $504K $35.79
% of Fund (quarterly)    MNA price (monthly, adj. close)

Other funds also holding MNA

As of 2025 Q4 — sorted by position size

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 1.01% Hyundai Investments Co., Ltd. 3Y 0.42% NEW YORK LIFE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.26% City Center Advisors, LLC 0.23% KINGSWOOD WEALTH ADVISORS, LLC 0.19% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.17% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 0.16% ASPIRIANT, LLC 3Y 7Y 0.16% MRP Capital Investments, LLC 3Y 0.15% Duncan Williams Asset Management, LLC 0.14%
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