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 Q1	$958K	Sell	100,000 -50,000	-33%	-$493K	0.01%	1034
2025 Q4	$1.4M	Sell	150,000 -50,000	-25%	-$466K	0.01%	944
2025 Q3	$1.84M	Buy	200,000 +50,000	+33%	+$483K	0.01%	876
2025 Q2	$1.42M	Hold	150,000	–	–	0.02%	828
2025 Q1	$1.54M	Buy	+150,000	New	+$1.57M	0.01%	772
2021 Q2	–	Sell	-150,500	Closed	-$2.45M	–	1475
2021 Q1	$2.45M	Sell	150,500 -199,325	-57%	-$3.17M	0.05%	459
2020 Q4	$5.44M	Sell	349,825 -17,000	-5%	-$229K	0.12%	205
2020 Q3	$3.93M	Buy	+366,825	New	+$3.95M	0.09%	263

Other funds holding MFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Caption Management's MFA Position: Q1 2026 in Review

Caption Management held its MFA Financial (MFA) position steady in Q1 2026 at 58,796 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Caption Management first reported a position in MFA in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.39M in Q3 2020. 219 funds tracked by Wall St. Rank hold MFA as of Q1 2026.

Caption Management held 58,796 shares of MFA Financial worth $563K as of Q1 2026.
Caption Management left its MFA Financial share count unchanged in Q1 2026.
MFA Financial made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1182 holding.
Caption Management first reported a position in MFA Financial in Q3 2020 and has held it in 10 quarters since.
Caption Management's MFA Financial position peaked at $1.39M in Q3 2020.
219 funds tracked by Wall St. Rank held MFA Financial as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.