Home › Stocks › LRND

LRND — NEW YORK LIFE INVESTMENTS ET

Reported value held$506.02K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)3
Institutional value$221.40K · 5.02K sh
New / Add / Cut / Exit1 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -27.5% (-1.91K sh)
Institutional value change Down -14.0%

As of Q2 2026, 3 SEC-registered investment managers reported holding LRND (NEW YORK LIFE INVESTMENTS ET) in their latest 13F filings, with a combined reported value of $221.40K across 5.02K shares. That is -27.5% by share count (-1.91K shares) versus the previous quarter, while reported value moved -14.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 4.70K $207.28K 0.00% Reduce
UBS Group AG history 319 $14.07K 0.00% New
Morgan Stanley history 1 $54 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 6.92K $257.45K 0.00% New
Morgan Stanley history 1 $41 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 6.98K $284.62K 0.00% New

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 69 $2.49K 0.00% Add
Morgan Stanley history 1 $46 0.00% New
Morgan Stanley history 1 $46 0.00% New

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 62 $1.99K 0.00% Hold

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 62 $2.12K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q4 2023
Goldman Sachs Group 4.70K 6.92K — — — — —
UBS Group AG 319 — — 69 62 62 4
Morgan Stanley 1 1 — 1 — — —
Bank of America Corp — — 6.98K — — — —

Download holders (CSV)