CAPTRUST Financial Advisors
MFA

CAPTRUST Financial Advisors’s MFA Financial MFA Stock Holding History

CAPTRUST Financial Advisors’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 		$178K Buy
18,619
+2,202
+13% +$21.7K ﹤0.01% 2716
2025
Q4 		$153K Buy
16,417
+2,606
+19% +$24.3K ﹤0.01% 2561
2025
Q3 		$127K Buy
+13,811
New +$133K ﹤0.01% 2489

Other funds holding MFA

BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CAPTRUST Financial Advisors's MFA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its MFA Financial (MFA) stake by 13% in Q1 2026, buying an estimated $21.7K and bringing the position to 18,619 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

CAPTRUST Financial Advisors first reported a position in MFA in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold MFA as of Q1 2026.

  • CAPTRUST Financial Advisors held 18,619 shares of MFA Financial worth $178K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,202 MFA Financial shares in Q1 2026, an estimated $21.7K.
  • MFA Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2716 holding.
  • CAPTRUST Financial Advisors first reported a position in MFA Financial in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held MFA Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.