AWM
MFA

Abound Wealth Management’s MFA Financial MFA Stock Holding History

Abound Wealth Management’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-46
Closed -$474 – 1331
2025
Q1 		$474 Buy
46
+1
+2% +$10 ﹤0.01% 825
2024
Q4 		$455 Buy
45
+2
+5% +$23 ﹤0.01% 810
2024
Q3 		$552 Buy
43
+1
+2% +$12 ﹤0.01% 855
2024
Q2 		$448 Buy
42
+1
+2% +$11 ﹤0.01% 859
2024
Q1 		$466 Buy
41
+1
+3% +$11 ﹤0.01% 915
2023
Q4 		$446 Buy
40
+2
+5% +$20 ﹤0.01% 970
2023
Q3 		$366 Buy
38
+1
+3% +$11 ﹤0.01% 924
2023
Q2 		$416 Buy
37
+1
+3% +$11 ﹤0.01% 918
2023
Q1 		$355 Buy
36
+1
+3% +$11 ﹤0.01% 682
2022
Q4 		$342 Buy
35
+2
+6% +$20 ﹤0.01% 680
2022
Q3 		$259 Buy
+33
New +$369 ﹤0.01% 700

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Abound Wealth Management's MFA Position: Q2 2025 in Review

Abound Wealth Management sold out of MFA Financial (MFA) in Q2 2025, closing a stake of 46 shares — an estimated $474 sold.

Abound Wealth Management first reported a position in MFA in Q3 2022 and held it in 11 quarters. The position peaked at $552 in Q3 2024. 188 funds tracked by Wall St. Rank hold MFA as of Q2 2025.

  • Abound Wealth Management reported no remaining MFA Financial position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 46 MFA Financial shares in Q2 2025, an estimated $474.
  • Abound Wealth Management first reported a position in MFA Financial in Q3 2022 and held it in 11 quarters.
  • Abound Wealth Management's MFA Financial position peaked at $552 in Q3 2024.
  • 188 funds tracked by Wall St. Rank held MFA Financial as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.