AF
MFA

Allworth Financial’s MFA Financial MFA Stock Holding History

Allworth Financial’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
2026
Q2 		$97.5K Sell
10,061
-1,439
-13% -$14K ﹤0.01% 1949
2026
Q1 		$110K Buy
11,500
+2,726
+31% +$26.9K ﹤0.01% 1776
2025
Q4 		$81.7K Buy
8,774
+1,507
+21% +$14K ﹤0.01% 1874
2025
Q3 		$66.8K Buy
7,267
+706
+11% +$6.82K ﹤0.01% 1922
2025
Q2 		$62.1K Buy
6,561
+372
+6% +$3.52K ﹤0.01% 1823
2025
Q1 		$57.9K Buy
6,189
+133
+2% +$1.39K ﹤0.01% 1485
2024
Q4 		$60.9K Buy
6,056
+109
+2% +$1.25K ﹤0.01% 1482
2024
Q3 		$75.6K Buy
5,947
+116
+2% +$1.37K ﹤0.01% 1210
2024
Q2 		$66.4K Buy
5,831
+115
+2% +$1.24K ﹤0.01% 1239
2024
Q1 		$65.2K Buy
5,716
+112
+2% +$1.25K ﹤0.01% 1191
2023
Q4 		$63.2K Sell
5,604
-3,221
-36% -$32.6K ﹤0.01% 1106
2023
Q3 		$84.8K Sell
8,825
-189
-2% -$2.04K ﹤0.01% 941
2023
Q2 		$101K Buy
9,014
+7,016
+351% +$74.7K ﹤0.01% 895
2023
Q1 		$19.8K Buy
1,998
+51
+3% +$541 ﹤0.01% 1454
2022
Q4 		$19.2K Buy
1,947
+321
+20% +$3.23K ﹤0.01% 1381
2022
Q3 		$13K Sell
1,626
-2,742
-63% -$30.6K ﹤0.01% 1493
2022
Q2 		$47K Buy
+4,368
New +$58.8K ﹤0.01% 925
2020
Q2 		– Sell
-188
Closed -$1K – 1298
2020
Q1 		$1K Buy
+188
New +$5K ﹤0.01% 1157
2019
Q1 		– Hold
0
– – – 907

Other funds holding MFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's MFA Position: Q2 2026 in Review

Allworth Financial reduced its MFA Financial (MFA) stake by 13% in Q2 2026, selling an estimated $14K and leaving 10,061 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Allworth Financial first reported a position in MFA in Q1 2020 and has held it in 18 quarters since. The position peaked at $110K in Q1 2026. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

  • Allworth Financial held 10,061 shares of MFA Financial worth $97.5K as of Q2 2026.
  • Allworth Financial sold 1,439 MFA Financial shares in Q2 2026, an estimated $14K.
  • MFA Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1949 holding.
  • Allworth Financial first reported a position in MFA Financial in Q1 2020 and has held it in 18 quarters since.
  • Allworth Financial's MFA Financial position peaked at $110K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.