AA
MFA

Addison Advisors’s MFA Financial MFA Stock Holding History

Addison Advisors’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
Q1 		– Sell
-209
Closed -$2.13K – 865
2024
Q4 		$2.13K Hold
209
– – ﹤0.01% 741
2024
Q3 		$2.66K Hold
209
– – ﹤0.01% 719
2024
Q2 		$2.22K Hold
209
– – ﹤0.01% 689
2024
Q1 		$2.38K Hold
209
– – ﹤0.01% 620
2023
Q4 		$2.36K Hold
209
– – ﹤0.01% 616
2023
Q3 		$2.01K Sell
209
-1,875
-90% -$20.3K ﹤0.01% 589
2023
Q2 		$23.4K Buy
+2,084
New +$22.2K 0.01% 400

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Addison Advisors's MFA Position: Q1 2025 in Review

Addison Advisors sold out of MFA Financial (MFA) in Q1 2025, closing a stake of 209 shares — an estimated $2.13K sold.

Addison Advisors first reported a position in MFA in Q2 2023 and held it in 7 quarters. The position peaked at $23.4K in Q2 2023. 192 funds tracked by Wall St. Rank hold MFA as of Q1 2025.

  • Addison Advisors reported no remaining MFA Financial position as of Q1 2025 after selling out during the quarter.
  • Addison Advisors sold 209 MFA Financial shares in Q1 2025, an estimated $2.13K.
  • Addison Advisors first reported a position in MFA Financial in Q2 2023 and held it in 7 quarters.
  • Addison Advisors's MFA Financial position peaked at $23.4K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held MFA Financial as of Q1 2025.

Based on Addison Advisors's 13F filing for Q1 2025, filed 12 May 2025.