Narwhal Capital Management MMIN NEW YORK LIFE INVTS ACTIVE E

Ownership history in Narwhal Capital Management  ·  5 quarters on record

AI Ownership Summary

Narwhal Capital Management reported NEW YORK LIFE INVTS ACTIVE E (MMIN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows MMIN at 0.03% 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 MMIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Narwhal Capital Management's position in NEW YORK LIFE INVTS ACTIVE E, 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 Q1

MMIN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

How Narwhal Capital Management held MMIN — position size vs. price
% of Fund (quarterly)    MMIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 19,660 -4,244 -17.8% 0.03% $466K 2026-04-24 $24.11
2025 Q4 REDUCED 23,904 -938 -3.8% 0.04% $572K 2026-01-30 $23.92
2025 Q3 REDUCED 15.3% +2.0% 24,842 -4,503 -15.3% 0.04% $591K 2025-10-24 $23.68
2025 Q2 ADDED 29,345 +1,299 +4.6% 0.05% $684K 2025-07-23 $22.15
2025 Q1 INITIATED 28,046 0.06% $663K 2025-04-23 $22.11

FAQ About Narwhal Capital Management and MMIN

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

How long has Narwhal Capital Management reported owning MMIN?

Narwhal Capital Management reported MMIN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MMIN position in Narwhal Capital Management's portfolio?

The largest reported portfolio weight for MMIN was 0.06% in 2025 Q1.

What is the latest reported MMIN position on this page?

The most recent filing on this page is 2026 Q1, when Narwhal Capital Management reported 19,660 shares, equal to 0.03% of portfolio, with an estimated market value of $466K.

What does the chart on this MMIN ownership page compare?

The chart compares Narwhal Capital Management's quarterly MMIN 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 Narwhal Capital Management time their MMIN position?

Based on 13F filing dates vs. subsequent MMIN price moves, Narwhal Capital Management correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MMIN relative to SPY over the holding period was -22.5%.

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