B
MFA

Bailard’s MFA Financial MFA Stock Holding History

Bailard’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
Q4 		– Sell
-80,800
Closed -$743K – 833
2025
Q3 		$743K Buy
80,800
+9,064
+13% +$87.6K 0.02% 398
2025
Q2 		$679K Buy
71,736
+28,536
+66% +$270K 0.02% 411
2025
Q1 		$443K Buy
+43,200
New +$452K 0.01% 485
2024
Q4 		– Sell
-45,200
Closed -$575K – 795
2024
Q3 		$575K Buy
45,200
+7,000
+18% +$82.6K 0.02% 442
2024
Q2 		$406K Sell
38,200
-25,200
-40% -$271K 0.01% 492
2024
Q1 		$723K Buy
+63,400
New +$710K 0.02% 372
2023
Q3 		– Sell
-49,800
Closed -$560K – 749
2023
Q2 		$560K Buy
49,800
+8,500
+21% +$90.4K 0.02% 369
2023
Q1 		$410K Buy
41,300
+15,600
+61% +$166K 0.01% 436
2022
Q4 		$253K Buy
25,700
+400
+2% +$4.02K 0.01% 567
2022
Q3 		$197K Sell
25,300
-24,976
-50% -$279K 0.01% 604
2022
Q2 		$540K Buy
50,276
+27,376
+120% +$369K 0.02% 363
2022
Q1 		$369K Buy
+22,900
New +$396K 0.01% 476
2021
Q4 		– Sell
-8,350
Closed -$153K – 759
2021
Q3 		$153K Buy
+8,350
New +$155K 0.01% 693

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bailard's MFA Position: Q4 2025 in Review

Bailard sold out of MFA Financial (MFA) in Q4 2025, closing a stake of 80,800 shares — an estimated $743K sold.

Bailard first reported a position in MFA in Q3 2021 and held it in 13 quarters. The position peaked at $743K in Q3 2025. 208 funds tracked by Wall St. Rank hold MFA as of Q4 2025.

  • Bailard reported no remaining MFA Financial position as of Q4 2025 after selling out during the quarter.
  • Bailard sold 80,800 MFA Financial shares in Q4 2025, an estimated $743K.
  • Bailard first reported a position in MFA Financial in Q3 2021 and held it in 13 quarters.
  • Bailard's MFA Financial position peaked at $743K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held MFA Financial as of Q4 2025.

Based on Bailard's 13F filing for Q4 2025, filed 4 Feb 2026.