Golden State Wealth Management, LLC MMIT — NEW YORK LIFE

Ownership history in Golden State Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported NEW YORK LIFE (MMIT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows MMIT at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in NEW YORK LIFE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MMIT was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MMIT stock page Golden State Wealth Management, LLC fund profile Golden State Wealth Management, LLC full holdings
How Golden State Wealth Management, LLC held MMIT — position size vs. price
% of Fund (quarterly)    MMIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 78,964 -893 -1.1% 0.18% $1.9M 2026-07-22 $24.09
2026 Q1 ADDED — — — 79,857 +649 +0.8% 0.21% $1.9M 2026-04-28 $24.14
2025 Q4 ADDED — — — 79,208 +1,045 +1.3% 0.20% $1.9M 2026-02-13 $24.29
2025 Q3 REDUCED — — — 78,163 -2,232 -2.8% 0.21% $1.9M 2025-11-03 $23.74
2025 Q2 REDUCED 50.5% +2.6% ❌ 80,395 -82,176 -50.5% 0.23% $1.9M 2025-08-06 $23.05
2025 Q1 ADDED — — — 162,571 +66,074 +68.5% 0.28% $3.9M 2025-04-23 $22.56
2024 Q4 INITIATED — — — 96,497 — — 0.35% $2.3M 2025-01-28 $22.90

🏢 Other funds also holding MMIT

As of 2026 Q2 — sorted by position size

Darwin Wealth Management, LLC 3Y 7Y 1.88% Clear Trail Advisors, LLC 0.95% Legacy Financial Strategies, LLC 3Y 7Y 0.39% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.29% Dynamic Advisor Solutions LLC 3Y 7Y 0.24% Avior Wealth Management, LLC 3Y 7Y 0.24% Cypress Point Wealth Management, LLC 3Y 0.23% TITLEIST ASSET MANAGEMENT, LLC 3Y 0.15% SWMG, LLC 3Y 0.15% BCS Wealth Management 3Y 0.11%

FAQ About Golden State Wealth Management, LLC and MMIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning MMIT?

Golden State Wealth Management, LLC reported MMIT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MMIT position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MMIT was 0.35% in 2024 Q4.

What is the latest reported MMIT position on this page?

The most recent filing on this page is 2026 Q2, when Golden State Wealth Management, LLC reported 78,964 shares, equal to 0.18% of portfolio, with an estimated market value of $1.9M.

What does the chart on this MMIT ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly MMIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Golden State Wealth Management, LLC time their MMIT position?

Based on 13F filing dates vs. subsequent MMIT price moves, Golden State Wealth Management, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on MMIT relative to SPY over the holding period was -11.2%.

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