MNA — NEW YORK LIFE INVESTMENTS ET
As of Q2 2026, 7 SEC-registered investment managers reported holding MNA (NEW YORK LIFE INVESTMENTS ET) in their latest 13F filings, with a combined reported value of $30.66M across 840.34K shares. That is -6.1% by share count (-54.14K shares) versus the previous quarter, while reported value moved -5.7%. 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, 3 added to existing stakes, 3 trimmed, 1 exited entirely. 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 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 689.81K | $25.16M | 0.00% | Reduce |
| Citadel Advisors history | 57.95K | $2.11M | 0.00% | Add |
| Bank of America Corp history | 38.33K | $1.40M | 0.00% | Reduce |
| Balyasny Asset Management history | 36.59K | $1.33M | 0.00% | Add |
| Wells Fargo & Co history | 17.51K | $638.90K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 133 | $4.86K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 10 | $365 | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 726.09K | $26.39M | 0.00% | Add |
| Bank of America Corp history | 63.95K | $2.32M | 0.00% | Reduce |
| Citadel Advisors history | 53.82K | $1.96M | 0.00% | Add |
| Balyasny Asset Management history | 32.74K | $1.19M | 0.00% | New |
| Wells Fargo & Co history | 17.30K | $628.71K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 513 | $18.66K | 0.00% | Add |
| UBS Group AG history | 47 | $1.71K | 0.00% | New |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 719.94K | $25.77M | 0.00% | Add |
| Bank of America Corp history | 65.58K | $2.35M | 0.00% | Add |
| Citadel Advisors history | 25.55K | $914.40K | 0.00% | Add |
| Wells Fargo & Co history | 16.52K | $591.32K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 110 | $3.94K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 695.37K | $24.96M | 0.00% | Reduce |
| Bank of America Corp history | 42.63K | $1.53M | 0.00% | Reduce |
| Citadel Advisors history | 22.57K | $810.08K | 0.00% | Reduce |
| Wells Fargo & Co history | 16.20K | $581.65K | 0.00% | Add |
| UBS Group AG history | 382 | $13.71K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 21 | $758 | 0.00% | Reduce |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 724.29K | $25.55M | 0.00% | Add |
| Bank of America Corp history | 52.59K | $1.85M | 0.00% | Reduce |
| Citadel Advisors history | 32.92K | $1.16M | 0.00% | New |
| Wells Fargo & Co history | 15.52K | $547.43K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.41K | $49.87K | 0.00% | Add |
| UBS Group AG history | 188 | $6.63K | 0.00% | Reduce |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 640.67K | $21.98M | 0.00% | Add |
| Bank of America Corp history | 60.71K | $2.08M | 0.00% | Add |
| Wells Fargo & Co history | 15.08K | $517.14K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 793 | $27.20K | 0.00% | Add |
| UBS Group AG history | 355 | $12.18K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 10 sh · $365
Fully Exited (vs previous quarter)
- UBS Group AG sold 47 sh · $1.71K
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 689.81K | 726.09K | 719.94K | 695.37K | 724.29K | 640.67K | 621.63K | 629.41K | 659.21K | 665.32K | 683.93K | 772.03K | 799.65K | 828.39K | 861.94K | 852.69K | 780.21K | 817.50K | 830.51K | 892.70K |
| Citadel Advisors | 57.95K | 53.82K | 25.55K | 22.57K | 32.92K | — | 20.44K | — | — | 73.27K | 107.91K | 109.58K | 34.40K | — | — | 54.40K | — | 57.93K | — | 34.16K |
| Bank of America Corp | 38.33K | 63.95K | 65.58K | 42.63K | 52.59K | 60.71K | 47.41K | 98.54K | 204.68K | 281.12K | 372.82K | 449.63K | 440.77K | 436.44K | 451.64K | 420.80K | 473.65K | 450.88K | 465.32K | 554.59K |
| Balyasny Asset Management | 36.59K | 32.74K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 17.51K | 17.30K | 16.52K | 16.20K | 15.52K | 15.08K | 15.26K | 13.34K | 13.65K | 17.93K | 75.39K | 50.78K | 51.53K | 158.78K | 176.22K | 191.05K | 196.89K | 202.01K | 209.22K | 228.82K |
| Fidelity Management & Research (FMR) | 133 | 513 | 110 | 21 | 1.41K | 793 | 186 | 21 | 21 | 74 | 74 | 315 | 443 | 316 | 310 | 69 | 21 | 30 | 44 | 152 |
| JPMorgan Chase & Co | 10 | — | — | — | — | — | 400 | 79 | 80 | 431 | 950 | 112 | 131 | 33 | 7.38K | — | — | — | — | — |
| UBS Group AG | — | 47 | — | 382 | 188 | 355 | 200 | — | 885 | 471 | 1.78K | 434 | 1.54K | 5.09K | 2.16K | 4.22K | 628 | 851 | 718 | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 44.65K | — |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 33.91K | 8.80K | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 54.25K | 54.09K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | 3 | — | 4 | — | 7 | — | — | — | 1.07K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | 463 | 463 | 463 | 463 | 463 | 463 | 463 | — | — | 731 |
| Manulife Financial | — | — | — | — | — | — | — | 946.48K | 998.30K | 1.01M | 926.28K | 958.64K | 980.74K | 909.12K | 924.82K | 791.86K | 753.51K | 676.63K | 591.73K | 571.89K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details