Capital Square
MFA icon

Capital Square’s MFA Financial MFA Stock Holding History

Capital Square’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
Q3 		$271K Sell
34,469
-5,966
-15% -$53.4K 0.12% 173
2026
Q2 		$384K Sell
40,435
-1,860
-4% -$18K 0.17% 135
2026
Q1 		$432K Sell
42,295
-328
-0.8% -$3.23K 0.2% 113
2025
Q4 		$397K Sell
42,623
-6,116
-13% -$57K 0.2% 111
2025
Q3 		$448K Buy
48,739
+4,544
+10% +$43.9K 0.23% 102
2025
Q2 		$414K Buy
44,195
+725
+2% +$6.85K 0.22% 111
2025
Q1 		$446K Buy
43,470
+1,386
+3% +$14.5K 0.26% 99
2024
Q4 		$428K Sell
42,084
-355
-0.8% -$4.08K 0.24% 105
2024
Q3 		$540K Buy
42,439
+719
+2% +$8.48K 0.33% 90
2024
Q2 		$479K Buy
41,720
+1,139
+3% +$12.3K 0.31% 91
2024
Q1 		$463K Buy
40,581
+1,383
+4% +$15.5K 0.33% 85
2023
Q4 		$442K Buy
39,198
+1,294
+3% +$13.1K 0.5% 59
2023
Q3 		$342K Buy
37,904
+661
+2% +$7.15K 0.46% 62
2023
Q2 		$419K Sell
37,243
-3,481
-9% -$37K 0.39% 75
2023
Q1 		$421K Buy
40,724
+927
+2% +$9.8K 0.39% 72
2022
Q4 		$392K Sell
39,797
-14,100
-26% -$142K 0.35% 83
2022
Q3 		$419K Sell
53,897
-5,190
-9% -$58K 0.38% 74
2022
Q2 		$635K Sell
59,087
-1,215
-2% -$16.4K 0.53% 57
2022
Q1 		$972K Sell
60,302
-143
-0.2% -$2.47K 0.69% 45
2021
Q4 		$1.1M Sell
60,445
-41,921
-41% -$763K 0.76% 42
2021
Q3 		$1.89M Buy
102,366
+2,006
+2% +$37.3K 1.34% 20
2021
Q2 		$1.88M Sell
100,360
-2,657
-3% -$47K 1.39% 18
2021
Q1 		$1.71M Buy
103,017
+230
+0.2% +$3.66K 1.28% 22
2020
Q4 		$1.6M Sell
102,787
-12,224
-11% -$165K 1.34% 20
2020
Q3 		$1.23M Sell
115,011
-47
-0% -$506 1.28% 21
2020
Q2 		$1.14M Sell
115,058
-3,239
-3% -$25.1K 1.22% 21
2020
Q1 		$733K Sell
118,297
-4,915
-4% -$131K 0.85% 28
2019
Q4 		$3.77M Buy
+123,212
New +$3.76M 3.59% 1

Other funds holding MFA

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Miller Global Investments
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Value Investment Professionals
Value Investment Professionals New York $115M AUM 13% 1-Year Est. Return
Longboard Asset Management
Longboard Asset Management Phoenix, Arizona $3.72M AUM 12.09% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Capital Square's MFA Position: Q3 2026 in Review

Capital Square reduced its MFA Financial (MFA) stake by 15% in Q3 2026, selling an estimated $53.4K and leaving 34,469 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #173.

Capital Square first reported a position in MFA in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.77M in Q4 2019. 30 funds tracked by Wall St. Rank hold MFA as of Q3 2026.

  • Capital Square held 34,469 shares of MFA Financial worth $271K as of Q3 2026.
  • Capital Square sold 5,966 MFA Financial shares in Q3 2026, an estimated $53.4K.
  • MFA Financial made up 0.12% of Capital Square's portfolio in Q3 2026, its #173 holding.
  • Capital Square first reported a position in MFA Financial in Q4 2019 and has held it in 28 quarters since.
  • Capital Square's MFA Financial position peaked at $3.77M in Q4 2019.
  • 30 funds tracked by Wall St. Rank held MFA Financial as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.