Caption Management’s MFA Financial MFA Stock Holding History

Caption 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
2026 Q2	–	Sell	-58,796	Closed	-$563K	–	1899
2026 Q1	$563K	Hold	58,796	–	–	﹤0.01%	1182
2025 Q4	$547K	Sell	58,796 -67,212	-53%	-$626K	﹤0.01%	1225
2025 Q3	$1.16M	Buy	126,008 +30,729	+32%	+$297K	0.01%	1055
2025 Q2	$901K	Sell	95,279 -9,721	-9%	-$91.8K	0.01%	963
2025 Q1	$1.08M	Buy	105,000 +29,546	+39%	+$309K	0.01%	890
2024 Q4	$769K	Buy	+75,454	New	+$866K	0.01%	982
2022 Q2	–	Sell	-23,750	Closed	-$320K	–	1677
2022 Q1	$383K	Buy	+23,750	New	+$410K	﹤0.01%	1183
2021 Q2	–	Sell	-10,000	Closed	-$163K	–	1474
2021 Q1	$163K	Sell	10,000 -26,300	-72%	-$418K	﹤0.01%	935
2020 Q4	$565K	Sell	36,300 -93,700	-72%	-$1.26M	0.01%	717
2020 Q3	$1.39M	Buy	+130,000	New	+$1.4M	0.03%	540

Other funds holding MFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caption Management's MFA Position: Q2 2026 in Review

Caption Management sold out of MFA Financial (MFA) in Q2 2026, closing a stake of 58,796 shares — an estimated $563K sold.

Caption Management first reported a position in MFA in Q3 2020 and held it in 10 quarters. The position peaked at $1.39M in Q3 2020. 213 funds tracked by Wall St. Rank hold MFA as of Q2 2026.

Caption Management reported no remaining MFA Financial position as of Q2 2026 after selling out during the quarter.
Caption Management sold 58,796 MFA Financial shares in Q2 2026, an estimated $563K.
Caption Management first reported a position in MFA Financial in Q3 2020 and held it in 10 quarters.
Caption Management's MFA Financial position peaked at $1.39M in Q3 2020.
213 funds tracked by Wall St. Rank held MFA Financial as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.